dissertation qualitative research method

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Tips for a qualitative dissertation

Veronika Williams

17 October 2017

Tips for students

This blog is part of a series for Evidence-Based Health Care MSc students undertaking their dissertations.

Undertaking an MSc dissertation in Evidence-Based Health Care (EBHC) may be your first hands-on experience of doing qualitative research. I chatted to Dr. Veronika Williams, an experienced qualitative researcher, and tutor on the EBHC programme, to find out her top tips for producing a high-quality qualitative EBHC thesis.

1) Make the switch from a quantitative to a qualitative mindset

It’s not just about replacing numbers with words. Doing qualitative research requires you to adopt a different way of seeing and interpreting the world around you. Veronika asks her students to reflect on positivist and interpretivist approaches: If you come from a scientific or medical background, positivism is often the unacknowledged status quo. Be open to considering there are alternative ways to generate and understand knowledge.

2) Reflect on your role

Quantitative research strives to produce “clean” data unbiased by the context in which it was generated.  With qualitative methods, this is neither possible nor desirable.  Students should reflect on how their background and personal views shape the way they collect and analyse their data. This will not only add to the transparency of your work but will also help you interpret your findings.

3)  Don’t forget the theory

Qualitative researchers use theories as a lens through which they understand the world around them. Veronika suggests that students consider the theoretical underpinning to their own research at the earliest stages. You can read an article about why theories are useful in qualitative research  here.

4) Think about depth rather than breadth

Qualitative research is all about developing a deep and insightful understanding of the phenomenon/ concept you are studying. Be realistic about what you can achieve given the time constraints of an MSc.  Veronika suggests that collecting and analysing a smaller dataset well is preferable to producing a superficial, rushed analysis of a larger dataset.

5) Blur the boundaries between data collection, analysis and writing up

Veronika strongly recommends keeping a research diary or using memos to jot down your ideas as your research progresses. Not only do these add to your audit trail, these entries will help contribute to your first draft and the process of moving towards theoretical thinking. Qualitative researchers move back and forward between their dataset and manuscript as their ideas develop. This enriches their understanding and allows emerging theories to be explored.

6) Move beyond the descriptive

When analysing interviews, for example, it can be tempting to think that having coded your transcripts you are nearly there. This is not the case!  You need to move beyond the descriptive codes to conceptual themes and theoretical thinking in order to produce a high-quality thesis.  Veronika warns against falling into the pitfall of thinking writing up is, “Two interviews said this whilst three interviewees said that”.

7) It’s not just about the average experience

When analysing your data, consider the outliers or negative cases, for example, those that found the intervention unacceptable.  Although in the minority, these respondents will often provide more meaningful insight into the phenomenon or concept you are trying to study.

8) Bounce ideas

Veronika recommends sharing your emerging ideas and findings with someone else, maybe with a different background or perspective. This isn’t about getting to the “right answer” rather it offers you the chance to refine your thinking.  Be sure, though, to fully acknowledge their contribution in your thesis.

9) Be selective

In can be a challenge to meet the dissertation word limit.  It won’t be possible to present all the themes generated by your dataset so focus! Use quotes from across your dataset that best encapsulate the themes you are presenting.  Display additional data in the appendix.  For example, Veronika suggests illustrating how you moved from your coding framework to your themes.

10) Don’t panic!

There will be a stage during analysis and write up when it seems undoable.  Unlike quantitative researchers who begin analysis with a clear plan, qualitative research is more of a journey. Everything will fall into place by the end.  Be sure, though, to allow yourself enough time to make sense of the rich data qualitative research generates.

Related course:

Qualitative research methods.

Short Course

Library Guides

Dissertations 4: methodology: methods.

• Introduction & Philosophy
• Methodology

Primary & Secondary Sources, Primary & Secondary Data

When describing your research methods, you can start by stating what kind of secondary and, if applicable, primary sources you used in your research. Explain why you chose such sources, how well they served your research, and identify possible issues encountered using these sources.  

Definitions  

There is some confusion on the use of the terms primary and secondary sources, and primary and secondary data. The confusion is also due to disciplinary differences (Lombard 2010). Whilst you are advised to consult the research methods literature in your field, we can generalise as follows:  

Secondary sources 

Secondary sources normally include the literature (books and articles) with the experts' findings, analysis and discussions on a certain topic (Cottrell, 2014, p123). Secondary sources often interpret primary sources.  

Primary sources 

Primary sources are "first-hand" information such as raw data, statistics, interviews, surveys, law statutes and law cases. Even literary texts, pictures and films can be primary sources if they are the object of research (rather than, for example, documentaries reporting on something else, in which case they would be secondary sources). The distinction between primary and secondary sources sometimes lies on the use you make of them (Cottrell, 2014, p123). 

Primary data 

Primary data are data (primary sources) you directly obtained through your empirical work (Saunders, Lewis and Thornhill 2015, p316). 

Secondary data 

Secondary data are data (primary sources) that were originally collected by someone else (Saunders, Lewis and Thornhill 2015, p316).   

Comparison between primary and secondary data   

Use  

Virtually all research will use secondary sources, at least as background information. 

Often, especially at the postgraduate level, it will also use primary sources - secondary and/or primary data. The engagement with primary sources is generally appreciated, as less reliant on others' interpretations, and closer to 'facts'. 

The use of primary data, as opposed to secondary data, demonstrates the researcher's effort to do empirical work and find evidence to answer her specific research question and fulfill her specific research objectives. Thus, primary data contribute to the originality of the research.    

Ultimately, you should state in this section of the methodology: 

What sources and data you are using and why (how are they going to help you answer the research question and/or test the hypothesis. 

If using primary data, why you employed certain strategies to collect them. 

What the advantages and disadvantages of your strategies to collect the data (also refer to the research in you field and research methods literature). 

Quantitative, Qualitative & Mixed Methods

The methodology chapter should reference your use of quantitative research, qualitative research and/or mixed methods. The following is a description of each along with their advantages and disadvantages. 

Quantitative research 

Quantitative research uses numerical data (quantities) deriving, for example, from experiments, closed questions in surveys, questionnaires, structured interviews or published data sets (Cottrell, 2014, p93). It normally processes and analyses this data using quantitative analysis techniques like tables, graphs and statistics to explore, present and examine relationships and trends within the data (Saunders, Lewis and Thornhill, 2015, p496). 

Qualitative research  

Qualitative research is generally undertaken to study human behaviour and psyche. It uses methods like in-depth case studies, open-ended survey questions, unstructured interviews, focus groups, or unstructured observations (Cottrell, 2014, p93). The nature of the data is subjective, and also the analysis of the researcher involves a degree of subjective interpretation. Subjectivity can be controlled for in the research design, or has to be acknowledged as a feature of the research. Subject-specific books on (qualitative) research methods offer guidance on such research designs.  

Mixed methods 

Mixed-method approaches combine both qualitative and quantitative methods, and therefore combine the strengths of both types of research. Mixed methods have gained popularity in recent years.  

When undertaking mixed-methods research you can collect the qualitative and quantitative data either concurrently or sequentially. If sequentially, you can for example, start with a few semi-structured interviews, providing qualitative insights, and then design a questionnaire to obtain quantitative evidence that your qualitative findings can also apply to a wider population (Specht, 2019, p138). 

Ultimately, your methodology chapter should state: 

Whether you used quantitative research, qualitative research or mixed methods. 

Why you chose such methods (and refer to research method sources). 

Why you rejected other methods. 

How well the method served your research. 

The problems or limitations you encountered. 

Doug Specht, Senior Lecturer at the Westminster School of Media and Communication, explains mixed methods research in the following video:

LinkedIn Learning Video on Academic Research Foundations: Quantitative

The video covers the characteristics of quantitative research, and explains how to approach different parts of the research process, such as creating a solid research question and developing a literature review. He goes over the elements of a study, explains how to collect and analyze data, and shows how to present your data in written and numeric form.

Link to quantitative research video

Some Types of Methods

There are several methods you can use to get primary data. To reiterate, the choice of the methods should depend on your research question/hypothesis. 

Whatever methods you will use, you will need to consider: 

why did you choose one technique over another? What were the advantages and disadvantages of the technique you chose? 

what was the size of your sample? Who made up your sample? How did you select your sample population? Why did you choose that particular sampling strategy?) 

ethical considerations (see also tab...)  

safety considerations  

validity  

feasibility  

recording  

procedure of the research (see box procedural method...).  

Check Stella Cottrell's book  Dissertations and Project Reports: A Step by Step Guide  for some succinct yet comprehensive information on most methods (the following account draws mostly on her work). Check a research methods book in your discipline for more specific guidance.  

Experiments 

Experiments are useful to investigate cause and effect, when the variables can be tightly controlled. They can test a theory or hypothesis in controlled conditions. Experiments do not prove or disprove an hypothesis, instead they support or not support an hypothesis. When using the empirical and inductive method it is not possible to achieve conclusive results. The results may only be valid until falsified by other experiments and observations. 

For more information on Scientific Method, click here . 

Observations 

Observational methods are useful for in-depth analyses of behaviours in people, animals, organisations, events or phenomena. They can test a theory or products in real life or simulated settings. They generally a qualitative research method.  

Questionnaires and surveys 

Questionnaires and surveys are useful to gain opinions, attitudes, preferences, understandings on certain matters. They can provide quantitative data that can be collated systematically; qualitative data, if they include opportunities for open-ended responses; or both qualitative and quantitative elements. 

Interviews  

Interviews are useful to gain rich, qualitative information about individuals' experiences, attitudes or perspectives. With interviews you can follow up immediately on responses for clarification or further details. There are three main types of interviews: structured (following a strict pattern of questions, which expect short answers), semi-structured (following a list of questions, with the opportunity to follow up the answers with improvised questions), and unstructured (following a short list of broad questions, where the respondent can lead more the conversation) (Specht, 2019, p142). 

This short video on qualitative interviews discusses best practices and covers qualitative interview design, preparation and data collection methods. 

Focus groups   

In this case, a group of people (normally, 4-12) is gathered for an interview where the interviewer asks questions to such group of participants. Group interactions and discussions can be highly productive, but the researcher has to beware of the group effect, whereby certain participants and views dominate the interview (Saunders, Lewis and Thornhill 2015, p419). The researcher can try to minimise this by encouraging involvement of all participants and promoting a multiplicity of views. 

This video focuses on strategies for conducting research using focus groups.  

Check out the guidance on online focus groups by Aliaksandr Herasimenka, which is attached at the bottom of this text box. 

Case study 

Case studies are often a convenient way to narrow the focus of your research by studying how a theory or literature fares with regard to a specific person, group, organisation, event or other type of entity or phenomenon you identify. Case studies can be researched using other methods, including those described in this section. Case studies give in-depth insights on the particular reality that has been examined, but may not be representative of what happens in general, they may not be generalisable, and may not be relevant to other contexts. These limitations have to be acknowledged by the researcher.     

Content analysis 

Content analysis consists in the study of words or images within a text. In its broad definition, texts include books, articles, essays, historical documents, speeches, conversations, advertising, interviews, social media posts, films, theatre, paintings or other visuals. Content analysis can be quantitative (e.g. word frequency) or qualitative (e.g. analysing intention and implications of the communication). It can detect propaganda, identify intentions of writers, and can see differences in types of communication (Specht, 2019, p146). Check this page on collecting, cleaning and visualising Twitter data.

Extra links and resources:  

Research Methods  

A clear and comprehensive overview of research methods by Emerald Publishing. It includes: crowdsourcing as a research tool; mixed methods research; case study; discourse analysis; ground theory; repertory grid; ethnographic method and participant observation; interviews; focus group; action research; analysis of qualitative data; survey design; questionnaires; statistics; experiments; empirical research; literature review; secondary data and archival materials; data collection. 

Doing your dissertation during the COVID-19 pandemic  

Resources providing guidance on doing dissertation research during the pandemic: Online research methods; Secondary data sources; Webinars, conferences and podcasts; 

• Virtual Focus Groups Guidance on managing virtual focus groups

5 Minute Methods Videos

The following are a series of useful videos that introduce research methods in five minutes. These resources have been produced by lecturers and students with the University of Westminster's School of Media and Communication. 

Case Study Research

Research Ethics

Quantitative Content Analysis 

Sequential Analysis 

Qualitative Content Analysis 

Thematic Analysis 

Social Media Research 

Mixed Method Research 

Procedural Method

In this part, provide an accurate, detailed account of the methods and procedures that were used in the study or the experiment (if applicable!). 

Include specifics about participants, sample, materials, design and methods. 

If the research involves human subjects, then include a detailed description of who and how many participated along with how the participants were selected.  

Describe all materials used for the study, including equipment, written materials and testing instruments. 

Identify the study's design and any variables or controls employed. 

Write out the steps in the order that they were completed. 

Indicate what participants were asked to do, how measurements were taken and any calculations made to raw data collected. 

Specify statistical techniques applied to the data to reach your conclusions. 

Provide evidence that you incorporated rigor into your research. This is the quality of being thorough and accurate and considers the logic behind your research design. 

Highlight any drawbacks that may have limited your ability to conduct your research thoroughly. 

You have to provide details to allow others to replicate the experiment and/or verify the data, to test the validity of the research. 

Bibliography

Cottrell, S. (2014). Dissertations and project reports: a step by step guide. Hampshire, England: Palgrave Macmillan.

Lombard, E. (2010). Primary and secondary sources.  The Journal of Academic Librarianship , 36(3), 250-253

Saunders, M.N.K., Lewis, P. and Thornhill, A. (2015).  Research Methods for Business Students.  New York: Pearson Education. 

Specht, D. (2019).  The Media And Communications Study Skills Student Guide . London: University of Westminster Press.  

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What is a theoretical framework?

Developing a theoretical framework for your dissertation is one of the key elements of a qualitative research project. Through writing your literature review, you are likely to have identified either a problem that need ‘fixing’ or a gap that your research may begin to fill.

The theoretical framework is your toolbox . In the toolbox are your handy tools: a set of theories, concepts, ideas and hypotheses that you will use to build a solution to the research problem or gap you have identified.

The methodology is the instruction manual: the procedure and steps you have taken, using your chosen tools, to tackle the research problem.

Why do I need a theoretical framework?

Developing a theoretical framework shows that you have thought critically about the different ways to approach your topic, and that you have made a well-reasoned and evidenced decision about which approach will work best. theoretical frameworks are also necessary for solving complex problems or issues from the literature, showing that you have the skills to think creatively and improvise to answer your research questions. they also allow researchers to establish new theories and approaches, that future research may go on to develop., how do i create a theoretical framework for my dissertation.

First, select your tools. You are likely to need a variety of tools in qualitative research – different theories, models or concepts – to help you tackle different parts of your research question.  

When deciding what tools would be best for the job of answering your research questions or problem, explore what existing research in your area has used. You may find that there is a ‘standard toolbox’ for qualitative research in your field that you can borrow from or apply to your own research.

You will need to justify why your chosen tools are best for the job of answering your research questions, at what stage they are most relevant, and how they relate to each other. Some theories or models will neatly fit together and appear in the toolboxes of other researchers. However, you may wish to incorporate a model or idea that is not typical for your research area – the ‘odd one out’ in your toolbox. If this is the case, make sure you justify and account for why it is useful to you, and look for ways that it can be used in partnership with the other tools you are using.

You should also be honest about limitations, or where you need to improvise (for example, if the ‘right’ tool or approach doesn’t exist in your area).

This video from the Skills Centre includes an overview and example of how you might create a theoretical framework for your dissertation:

How do I choose the 'right' approach?

When designing your framework and choosing what to include, it can often be difficult to know if you’ve chosen the ‘right’ approach for your research questions. One way to check this is to look for consistency between your objectives, the literature in your framework, and your overall ethos for the research. This means ensuring that the literature you have used not only contributes to answering your research objectives, but that you also use theories and models that are true to your beliefs as a researcher.

Reflecting on your values and your overall ambition for the project can be a helpful step in making these decisions, as it can help you to fully connect your methodology and methods to your research aims.

Should I reflect on my position as a researcher?

If you feel your position as a researcher has influenced your choice of methods or procedure in any way, the methodology is a good place to reflect on this.  Positionality  acknowledges that no researcher is entirely objective: we are all, to some extent, influenced by prior learning, experiences, knowledge, and personal biases. This is particularly true in qualitative research or practice-based research, where the student is acting as a researcher in their own workplace, where they are otherwise considered a practitioner/professional. It's also important to reflect on your positionality if you belong to the same community as your participants where this is the grounds for their involvement in the research (ie. you are a mature student interviewing other mature learners about their experences in higher education). 

The following questions can help you to reflect on your positionality and gauge whether this is an important section to include in your dissertation (for some people, this section isn’t necessary or relevant):

• How might my personal history influence how I approach the topic?
• How am I positioned in relation to this knowledge? Am I being influenced by prior learning or knowledge from outside of this course?
• How does my gender/social class/ ethnicity/ culture influence my positioning in relation to this topic?
• Do I share any attributes with my participants? Are we part of a s hared community? How might this have influenced our relationship and my role in interviews/observations?
• Am I invested in the outcomes on a personal level? Who is this research for and who will feel the benefits?

One option for qualitative projects is to write an extended literature review. This type of project does not require you to collect any new data. Instead, you should focus on synthesising a broad range of literature to offer a new perspective on a research problem or question.  

The main difference between an extended literature review and a dissertation where primary data is collected, is in the presentation of the methodology, results and discussion sections. This is because extended literature reviews do not actively involve participants or primary data collection, so there is no need to outline a procedure for data collection (the methodology) or to present and interpret ‘data’ (in the form of interview transcripts, numerical data, observations etc.) You will have much more freedom to decide which sections of the dissertation should be combined, and whether new chapters or sections should be added.

Here is an overview of a common structure for an extended literature review:

Introduction

• Provide background information and context to set the ‘backdrop’ for your project.
• Explain the value and relevance of your research in this context. Outline what do you hope to contribute with your dissertation.
• Clarify a specific area of focus.
• Introduce your research aims (or problem) and objectives.

Literature review

You will need to write a short, overview literature review to introduce the main theories, concepts and key research areas that you will explore in your dissertation. This set of texts – which may be theoretical, research-based, practice-based or policies – form your theoretical framework. In other words, by bringing these texts together in the literature review, you are creating a lens that you can then apply to more focused examples or scenarios in your discussion chapters.

Methodology

As you will not be collecting primary data, your methodology will be quite different from a typical dissertation. You will need to set out the process and procedure you used to find and narrow down your literature. This is also known as a search strategy.

Including your search strategy

A search strategy explains how you have narrowed down your literature to identify key studies and areas of focus. This often takes the form of a search strategy table, included as an appendix at the end of the dissertation. If included, this section takes the place of the traditional 'methodology' section.

If you choose to include a search strategy table, you should also give an overview of your reading process in the main body of the dissertation.  Think of this as a chronology of the practical steps you took and your justification for doing so at each stage, such as:

• Your key terms, alternatives and synonyms, and any terms that you chose to exclude.
• Your choice and combination of databases;
• Your inclusion/exclusion criteria, when they were applied and why. This includes filters such as language of publication, date, and country of origin;
• You should also explain which terms you combined to form search phrases and your use of Boolean searching (AND, OR, NOT);
• Your use of citation searching (selecting articles from the bibliography of a chosen journal article to further your search).
• Your use of any search models, such as PICO and SPIDER to help shape your approach.
• Search strategy template A simple template for recording your literature searching. This can be included as an appendix to show your search strategy.

The discussion section of an extended literature review is the most flexible in terms of structure. Think of this section as a series of short case studies or ‘windows’ on your research. In this section you will apply the theoretical framework you formed in the literature review – a combination of theories, models and ideas that explain your approach to the topic – to a series of different examples and scenarios. These are usually presented as separate discussion ‘chapters’ in the dissertation, in an order that you feel best fits your argument.

Think about an order for these discussion sections or chapters that helps to tell the story of your research. One common approach is to structure these sections by common themes or concepts that help to draw your sources together. You might also opt for a chronological structure if your dissertation aims to show change or development over time. Another option is to deliberately show where there is a lack of chronology or narrative across your case studies, by ordering them in a fragmentary order! You will be able to reflect upon the structure of these chapters elsewhere in the dissertation, explaining and defending your decision in the methodology and conclusion.

A summary of your key findings – what you have concluded from your research, and how far you have been able to successfully answer your research questions.

• Recommendations – for improvements to your own study, for future research in the area, and for your field more widely.
• Emphasise your contributions to knowledge and what you have achieved.

Alternative structure

Depending on your research aims, and whether you are working with a case-study type approach (where each section of the dissertation considers a different example or concept through the lens established in your literature review), you might opt for one of the following structures:

Splitting the literature review across different chapters:

This structure allows you to pull apart the traditional literature review, introducing it little by little with each of your themed chapters. This approach works well for dissertations that attempt to show change or difference over time, as the relevant literature for that section or period can be introduced gradually to the reader.

Whichever structure you opt for, remember to explain and justify your approach. A marker will be interested in why you decided on your chosen structure, what it allows you to achieve/brings to the project and what alternatives you considered and rejected in the planning process. Here are some example sentence starters:

In qualitative studies, your results are often presented alongside the discussion, as it is difficult to include this data in a meaningful way without explanation and interpretation. In the dsicussion section, aim to structure your work thematically, moving through the key concepts or ideas that have emerged from your qualitative data. Use extracts from your data collection - interviews, focus groups, observations - to illustrate where these themes are most prominent, and refer back to the sources from your literature review to help draw conclusions. 

Here's an example of how your data could be presented in paragraph format in this section:

Example from  'Reporting and discussing your findings ', Monash University .

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What is Qualitative Research?

Qualitative research is an inquiry approach useful for exploring and understanding a central phenomenon. To learn about the phenomenon, the inquirer asks participants broad general questions, collects the detailed views of participants in the form of words or images, and analyzes the information for description and themes. From this data,the researcher interprets the meaning of the information, drawing on personal reflections and past research. The final structure of the final report is flexible, and it displays the researcher's biases and thoughts  ( Creswell, 2007 ) .

• Writing Guide: Ethnography, Observational Research and Narrative Inquiry This writing guide from Colorado State University contains information and links to assist the qualitative researcher.

Qualitative Research Books

Below is a sampling of books on the subject of "qualitative research" owned by GW and consortium libraries. Click the book image and it will take you to the item in the library catalog, where you can request it.

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• What Is Qualitative Research? | Methods & Examples

What Is Qualitative Research? | Methods & Examples

Published on 4 April 2022 by Pritha Bhandari . Revised on 30 January 2023.

Qualitative research involves collecting and analysing non-numerical data (e.g., text, video, or audio) to understand concepts, opinions, or experiences. It can be used to gather in-depth insights into a problem or generate new ideas for research.

Qualitative research is the opposite of quantitative research , which involves collecting and analysing numerical data for statistical analysis.

Qualitative research is commonly used in the humanities and social sciences, in subjects such as anthropology, sociology, education, health sciences, and history.

• How does social media shape body image in teenagers?
• How do children and adults interpret healthy eating in the UK?
• What factors influence employee retention in a large organisation?
• How is anxiety experienced around the world?
• How can teachers integrate social issues into science curriculums?

Table of contents

Approaches to qualitative research, qualitative research methods, qualitative data analysis, advantages of qualitative research, disadvantages of qualitative research, frequently asked questions about qualitative research.

Qualitative research is used to understand how people experience the world. While there are many approaches to qualitative research, they tend to be flexible and focus on retaining rich meaning when interpreting data.

Common approaches include grounded theory, ethnography, action research, phenomenological research, and narrative research. They share some similarities, but emphasise different aims and perspectives.

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Each of the research approaches involve using one or more data collection methods . These are some of the most common qualitative methods:

• Observations: recording what you have seen, heard, or encountered in detailed field notes.
• Interviews:  personally asking people questions in one-on-one conversations.
• Focus groups: asking questions and generating discussion among a group of people.
• Surveys : distributing questionnaires with open-ended questions.
• Secondary research: collecting existing data in the form of texts, images, audio or video recordings, etc.
• You take field notes with observations and reflect on your own experiences of the company culture.
• You distribute open-ended surveys to employees across all the company’s offices by email to find out if the culture varies across locations.
• You conduct in-depth interviews with employees in your office to learn about their experiences and perspectives in greater detail.

Qualitative researchers often consider themselves ‘instruments’ in research because all observations, interpretations and analyses are filtered through their own personal lens.

For this reason, when writing up your methodology for qualitative research, it’s important to reflect on your approach and to thoroughly explain the choices you made in collecting and analysing the data.

Qualitative data can take the form of texts, photos, videos and audio. For example, you might be working with interview transcripts, survey responses, fieldnotes, or recordings from natural settings.

Most types of qualitative data analysis share the same five steps:

• Prepare and organise your data. This may mean transcribing interviews or typing up fieldnotes.
• Review and explore your data. Examine the data for patterns or repeated ideas that emerge.
• Develop a data coding system. Based on your initial ideas, establish a set of codes that you can apply to categorise your data.
• Assign codes to the data. For example, in qualitative survey analysis, this may mean going through each participant’s responses and tagging them with codes in a spreadsheet. As you go through your data, you can create new codes to add to your system if necessary.
• Identify recurring themes. Link codes together into cohesive, overarching themes.

There are several specific approaches to analysing qualitative data. Although these methods share similar processes, they emphasise different concepts.

Qualitative research often tries to preserve the voice and perspective of participants and can be adjusted as new research questions arise. Qualitative research is good for:

• Flexibility

The data collection and analysis process can be adapted as new ideas or patterns emerge. They are not rigidly decided beforehand.

• Natural settings

Data collection occurs in real-world contexts or in naturalistic ways.

• Meaningful insights

Detailed descriptions of people’s experiences, feelings and perceptions can be used in designing, testing or improving systems or products.

• Generation of new ideas

Open-ended responses mean that researchers can uncover novel problems or opportunities that they wouldn’t have thought of otherwise.

Researchers must consider practical and theoretical limitations in analysing and interpreting their data. Qualitative research suffers from:

• Unreliability

The real-world setting often makes qualitative research unreliable because of uncontrolled factors that affect the data.

• Subjectivity

Due to the researcher’s primary role in analysing and interpreting data, qualitative research cannot be replicated . The researcher decides what is important and what is irrelevant in data analysis, so interpretations of the same data can vary greatly.

• Limited generalisability

Small samples are often used to gather detailed data about specific contexts. Despite rigorous analysis procedures, it is difficult to draw generalisable conclusions because the data may be biased and unrepresentative of the wider population .

• Labour-intensive

Although software can be used to manage and record large amounts of text, data analysis often has to be checked or performed manually.

Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.

Quantitative methods allow you to test a hypothesis by systematically collecting and analysing data, while qualitative methods allow you to explore ideas and experiences in depth.

There are five common approaches to qualitative research :

• Grounded theory involves collecting data in order to develop new theories.
• Ethnography involves immersing yourself in a group or organisation to understand its culture.
• Narrative research involves interpreting stories to understand how people make sense of their experiences and perceptions.
• Phenomenological research involves investigating phenomena through people’s lived experiences.
• Action research links theory and practice in several cycles to drive innovative changes.

Data collection is the systematic process by which observations or measurements are gathered in research. It is used in many different contexts by academics, governments, businesses, and other organisations.

There are various approaches to qualitative data analysis , but they all share five steps in common:

• Prepare and organise your data.
• Review and explore your data.
• Develop a data coding system.
• Assign codes to the data.
• Identify recurring themes.

The specifics of each step depend on the focus of the analysis. Some common approaches include textual analysis , thematic analysis , and discourse analysis .

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How To Choose Your Research Methodology

Qualitative vs quantitative vs mixed methods.

By: Derek Jansen (MBA). Expert Reviewed By: Dr Eunice Rautenbach | June 2021

Without a doubt, one of the most common questions we receive at Grad Coach is “ How do I choose the right methodology for my research? ”. It’s easy to see why – with so many options on the research design table, it’s easy to get intimidated, especially with all the complex lingo!

In this post, we’ll explain the three overarching types of research – qualitative, quantitative and mixed methods – and how you can go about choosing the best methodological approach for your research.

Overview: Choosing Your Methodology

Understanding the options – Qualitative research – Quantitative research – Mixed methods-based research

Choosing a research methodology – Nature of the research – Research area norms – Practicalities

1. Understanding the options

Before we jump into the question of how to choose a research methodology, it’s useful to take a step back to understand the three overarching types of research – qualitative , quantitative and mixed methods -based research. Each of these options takes a different methodological approach.

Qualitative research utilises data that is not numbers-based. In other words, qualitative research focuses on words , descriptions , concepts or ideas – while quantitative research makes use of numbers and statistics. Qualitative research investigates the “softer side” of things to explore and describe, while quantitative research focuses on the “hard numbers”, to measure differences between variables and the relationships between them.

Importantly, qualitative research methods are typically used to explore and gain a deeper understanding of the complexity of a situation – to draw a rich picture . In contrast to this, quantitative methods are usually used to confirm or test hypotheses . In other words, they have distinctly different purposes. The table below highlights a few of the key differences between qualitative and quantitative research – you can learn more about the differences here.

• Uses an inductive approach
• Is used to build theories
• Takes a subjective approach
• Adopts an open and flexible approach
• The researcher is close to the respondents
• Interviews and focus groups are oftentimes used to collect word-based data.
• Generally, draws on small sample sizes
• Uses qualitative data analysis techniques (e.g. content analysis , thematic analysis , etc)
• Uses a deductive approach
• Is used to test theories
• Takes an objective approach
• Adopts a closed, highly planned approach
• The research is disconnected from respondents
• Surveys or laboratory equipment are often used to collect number-based data.
• Generally, requires large sample sizes
• Uses statistical analysis techniques to make sense of the data

Mixed methods -based research, as you’d expect, attempts to bring these two types of research together, drawing on both qualitative and quantitative data. Quite often, mixed methods-based studies will use qualitative research to explore a situation and develop a potential model of understanding (this is called a conceptual framework), and then go on to use quantitative methods to test that model empirically.

In other words, while qualitative and quantitative methods (and the philosophies that underpin them) are completely different, they are not at odds with each other. It’s not a competition of qualitative vs quantitative. On the contrary, they can be used together to develop a high-quality piece of research. Of course, this is easier said than done, so we usually recommend that first-time researchers stick to a single approach , unless the nature of their study truly warrants a mixed-methods approach.

The key takeaway here, and the reason we started by looking at the three options, is that it’s important to understand that each methodological approach has a different purpose – for example, to explore and understand situations (qualitative), to test and measure (quantitative) or to do both. They’re not simply alternative tools for the same job. 

Right – now that we’ve got that out of the way, let’s look at how you can go about choosing the right methodology for your research.

2. How to choose a research methodology

To choose the right research methodology for your dissertation or thesis, you need to consider three important factors . Based on these three factors, you can decide on your overarching approach – qualitative, quantitative or mixed methods. Once you’ve made that decision, you can flesh out the finer details of your methodology, such as the sampling , data collection methods and analysis techniques (we discuss these separately in other posts ).

The three factors you need to consider are:

• The nature of your research aims, objectives and research questions
• The methodological approaches taken in the existing literature
• Practicalities and constraints

Let’s take a look at each of these.

Factor #1: The nature of your research

As I mentioned earlier, each type of research (and therefore, research methodology), whether qualitative, quantitative or mixed, has a different purpose and helps solve a different type of question. So, it’s logical that the key deciding factor in terms of which research methodology you adopt is the nature of your research aims, objectives and research questions .

But, what types of research exist?

Broadly speaking, research can fall into one of three categories:

• Exploratory – getting a better understanding of an issue and potentially developing a theory regarding it
• Confirmatory – confirming a potential theory or hypothesis by testing it empirically
• A mix of both – building a potential theory or hypothesis and then testing it

As a rule of thumb, exploratory research tends to adopt a qualitative approach , whereas confirmatory research tends to use quantitative methods . This isn’t set in stone, but it’s a very useful heuristic. Naturally then, research that combines a mix of both, or is seeking to develop a theory from the ground up and then test that theory, would utilize a mixed-methods approach.

Let’s look at an example in action.

If your research aims were to understand the perspectives of war veterans regarding certain political matters, you’d likely adopt a qualitative methodology, making use of interviews to collect data and one or more qualitative data analysis methods to make sense of the data.

If, on the other hand, your research aims involved testing a set of hypotheses regarding the link between political leaning and income levels, you’d likely adopt a quantitative methodology, using numbers-based data from a survey to measure the links between variables and/or constructs .

So, the first (and most important thing) thing you need to consider when deciding which methodological approach to use for your research project is the nature of your research aims , objectives and research questions. Specifically, you need to assess whether your research leans in an exploratory or confirmatory direction or involves a mix of both.

The importance of achieving solid alignment between these three factors and your methodology can’t be overstated. If they’re misaligned, you’re going to be forcing a square peg into a round hole. In other words, you’ll be using the wrong tool for the job, and your research will become a disjointed mess.

If your research is a mix of both exploratory and confirmatory, but you have a tight word count limit, you may need to consider trimming down the scope a little and focusing on one or the other. One methodology executed well has a far better chance of earning marks than a poorly executed mixed methods approach. So, don’t try to be a hero, unless there is a very strong underpinning logic.

Need a helping hand?

Factor #2: The disciplinary norms

Choosing the right methodology for your research also involves looking at the approaches used by other researchers in the field, and studies with similar research aims and objectives to yours. Oftentimes, within a discipline, there is a common methodological approach (or set of approaches) used in studies. While this doesn’t mean you should follow the herd “just because”, you should at least consider these approaches and evaluate their merit within your context.

A major benefit of reviewing the research methodologies used by similar studies in your field is that you can often piggyback on the data collection techniques that other (more experienced) researchers have developed. For example, if you’re undertaking a quantitative study, you can often find tried and tested survey scales with high Cronbach’s alphas. These are usually included in the appendices of journal articles, so you don’t even have to contact the original authors. By using these, you’ll save a lot of time and ensure that your study stands on the proverbial “shoulders of giants” by using high-quality measurement instruments .

Of course, when reviewing existing literature, keep point #1 front of mind. In other words, your methodology needs to align with your research aims, objectives and questions. Don’t fall into the trap of adopting the methodological “norm” of other studies just because it’s popular. Only adopt that which is relevant to your research.

Factor #3: Practicalities

When choosing a research methodology, there will always be a tension between doing what’s theoretically best (i.e., the most scientifically rigorous research design ) and doing what’s practical , given your constraints . This is the nature of doing research and there are always trade-offs, as with anything else.

But what constraints, you ask?

When you’re evaluating your methodological options, you need to consider the following constraints:

• Data access
• Equipment and software
• Your knowledge and skills

Let’s look at each of these.

Constraint #1: Data access

The first practical constraint you need to consider is your access to data . If you’re going to be undertaking primary research , you need to think critically about the sample of respondents you realistically have access to. For example, if you plan to use in-person interviews , you need to ask yourself how many people you’ll need to interview, whether they’ll be agreeable to being interviewed, where they’re located, and so on.

If you’re wanting to undertake a quantitative approach using surveys to collect data, you’ll need to consider how many responses you’ll require to achieve statistically significant results. For many statistical tests, a sample of a few hundred respondents is typically needed to develop convincing conclusions.

So, think carefully about what data you’ll need access to, how much data you’ll need and how you’ll collect it. The last thing you want is to spend a huge amount of time on your research only to find that you can’t get access to the required data.

Constraint #2: Time

The next constraint is time. If you’re undertaking research as part of a PhD, you may have a fairly open-ended time limit, but this is unlikely to be the case for undergrad and Masters-level projects. So, pay attention to your timeline, as the data collection and analysis components of different methodologies have a major impact on time requirements . Also, keep in mind that these stages of the research often take a lot longer than originally anticipated.

Another practical implication of time limits is that it will directly impact which time horizon you can use – i.e. longitudinal vs cross-sectional . For example, if you’ve got a 6-month limit for your entire research project, it’s quite unlikely that you’ll be able to adopt a longitudinal time horizon. 

Constraint #3: Money

As with so many things, money is another important constraint you’ll need to consider when deciding on your research methodology. While some research designs will cost near zero to execute, others may require a substantial budget .

Some of the costs that may arise include:

• Software costs – e.g. survey hosting services, analysis software, etc.
• Promotion costs – e.g. advertising a survey to attract respondents
• Incentive costs – e.g. providing a prize or cash payment incentive to attract respondents
• Equipment rental costs – e.g. recording equipment, lab equipment, etc.
• Travel costs
• Food & beverages

These are just a handful of costs that can creep into your research budget. Like most projects, the actual costs tend to be higher than the estimates, so be sure to err on the conservative side and expect the unexpected. It’s critically important that you’re honest with yourself about these costs, or you could end up getting stuck midway through your project because you’ve run out of money.

Constraint #4: Equipment & software

Another practical consideration is the hardware and/or software you’ll need in order to undertake your research. Of course, this variable will depend on the type of data you’re collecting and analysing. For example, you may need lab equipment to analyse substances, or you may need specific analysis software to analyse statistical data. So, be sure to think about what hardware and/or software you’ll need for each potential methodological approach, and whether you have access to these.

Constraint #5: Your knowledge and skillset

The final practical constraint is a big one. Naturally, the research process involves a lot of learning and development along the way, so you will accrue knowledge and skills as you progress. However, when considering your methodological options, you should still consider your current position on the ladder.

Some of the questions you should ask yourself are:

• Am I more of a “numbers person” or a “words person”?
• How much do I know about the analysis methods I’ll potentially use (e.g. statistical analysis)?
• How much do I know about the software and/or hardware that I’ll potentially use?
• How excited am I to learn new research skills and gain new knowledge?
• How much time do I have to learn the things I need to learn?

Answering these questions honestly will provide you with another set of criteria against which you can evaluate the research methodology options you’ve shortlisted.

So, as you can see, there is a wide range of practicalities and constraints that you need to take into account when you’re deciding on a research methodology. These practicalities create a tension between the “ideal” methodology and the methodology that you can realistically pull off. This is perfectly normal, and it’s your job to find the option that presents the best set of trade-offs.

Recap: Choosing a methodology

In this post, we’ve discussed how to go about choosing a research methodology. The three major deciding factors we looked at were:

• Exploratory
• Confirmatory
• Combination
• Research area norms
• Hardware and software
• Your knowledge and skillset

If you have any questions, feel free to leave a comment below. If you’d like a helping hand with your research methodology, check out our 1-on-1 research coaching service , or book a free consultation with a friendly Grad Coach.

Psst... there’s more!

This post was based on one of our popular Research Bootcamps . If you're working on a research project, you'll definitely want to check this out ...

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Very useful and informative especially for beginners

Nice article! I’m a beginner in the field of cybersecurity research. I am a Telecom and Network Engineer and Also aiming for PhD scholarship.

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Hi I am Anna ,

I am a PHD candidate in the area of cyber security, maybe we can link up

The Examples shows by you, for sure they are really direct me and others to knows and practices the Research Design and prepration.

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Completing Your Qualitative Dissertation: A Road Map from Beginning to End

Student resources, 101 qualitative dissertation questions.

These questions and answers correlate to pages in Completing Your Qualitative Dissertation: A Road Map from Beginning to End, Third Edition , which you have purchased.

As teachers of qualitative research and advisors of doctoral students, we have witnessed and experienced many of the frustrations of students confronted with the academic challenge of writing a dissertation. The questions below have been raised time and again in conversations with students and research colleagues. The intent of including these questions in the companion website for Completing Your Qualitative Dissertation: A Road Map From Beginning to End is that they will hopefully stimulate critical thinking, reflection, and dialogue, thereby motivating doctoral students or prospective doctoral students to seek and consult additional relevant texts and resources in order to delve deeper into the many issues raised. These questions might also be used to prompt discussion between doctoral students and their advisors.

One caveat in compiling this list of questions is to demystify the dissertation process but not to sacrifice intellectual rigor for the sake of simplification. Completing a qualitative dissertation indeed is a rigorous and demanding process, and understanding the process means grasping many complex and interrelated issues.  As a second caveat, one must remember that while most institutions will approach the dissertation in common ways, at the same time there are differences in terms of the organization and presentation, as well as distinct differences in terms of what and how qualitative language and terminology are used. This book presents information as guidelines that are meant to be flexible per institutional expectations and requirements, and subject to modification depending on your institution, department, and program. As such, students should always consult with their advisors and committee members to ascertain specific or particular institutional or departmental requirements.

The questions and answers correspond to the book’s structure and are divided into eight parts:

Parts 1–2 cover conceptual information; that is, the thinking and planning aspects of the dissertation. Parts 3–6 cover the practical aspects involved in preparing to actually write the dissertation. Part 7 includes the detailed requirements related to each of the chapters that compose the dissertation. Part 8 provides the information that one needs regarding the various activities that occur after writing the dissertation. 

• Part 1: Planning and Gearing Up
• Part 2: Choosing an Appropriate Qualitative Approach
• Part 3: Preparing and Writing the Proposal

Part 4: Conducting the Research: Data Collection

Part 5: conducting the research: data analysis, part 6: conducting the research: interpretation and synthesis.

• Part 7: Writing Up and Presenting the Research

Part 8: Planning for the Dissertation Defense and Beyond

Part 9: preparing for the defense, part 1: planning and gearing up.

1. How does qualitative research and quantitative research differ, and what are the defining features of qualitative research? 

Rather than determine cause and effect, or predict or describe the distribution of an attribute among a population, qualitative researchers are interested in understanding how people interpret their experiences and how they construct their worlds. The two paradigms or orientations that inform qualitative research, namely Interpretivism and Critical Theory, place emphasis on seeking understanding of the meanings of human actions and experiences, and on generating accounts of meaning from the viewpoints of those involved. Both paradigms assume that reality is socially constructed and that there is no single observable reality, but rather multiple realities or interpretations. For more information regarding the key defining features of qualitative research, see pages 37–44; 53–55 .

2. What is implied by “rigor” in qualitative research, and what does it mean to conduct a “rigorous” qualitative study?

Sound research requires a systematic and rigorous approach to the design and implementation of the study, the collection and analysis of data, and the interpretation and reporting of findings. Central to the rigor of qualitative research is whether participants’ perspectives have been authentically represented in the research process, and whether the findings are coherent in the sense that they “fit” the data and social context from which they were derived. Because rigor is about being very transparent, evaluating the quality of qualitative research includes criteria that are concerned with good practice in the conduct of the research (methodological rigor), as well as criteria related to the trustworthiness of interpretations made (interpretive rigor). For more information regarding rigor vis-à-vis qualitative research, refer to pages 162–164; 240–242 .

3. Writing a qualitative dissertation is a long and iterative process. What exactly is this “process,” and what should a student expect?

Writing a dissertation is a process but not one that is neat and linear. This work is intellectually rigorous—requiring intensive thinking, preparation, and planning—and is very much a matter of having tenacity, perseverance, and patience. For most people, conducting research and writing a document such as this is a first-time endeavor, an undertaking for which there is little experience. For a broad overview of the qualitative dissertation process, see page 3 .

4. How does one manage data in the most efficient and practical manner throughout the dissertation process?

As you proceed with your research, you will begin to gather and accumulate a diverse array of material that has potential relevance. You certainly do not want to lose any of your material, nor do you want to drown in it. Organizing and managing dissertation-related “stuff” right from the beginning is essential to getting on track and staying focused. For more information regarding data management strategies, see pages 19–20; 65–66 .

5. How can I start thinking about planning my time and resources?

The ability to focus, problem-solve, and make informed decisions at every step of the way will bring your study to completion. Because the time commitment required is substantial, you will need to pace yourself from the beginning. For some practical strategies, suggestions, and tips, see pages 20–23.

6. What would be a realistic timeline in which to complete my dissertation, and how can I remain practical about this?

If you work on your dissertation only when you feel like it, the project will most likely never be completed. Scheduling your time allows you to develop a plan for writing, and also helps reduce the pressure associated with deadlines, as well as the tendency to procrastinate. Moreover, setting a schedule also helps integrate your writing into the rest of your life. There are some basic principles for developing an effective writing schedule, and these can be found on pages 35–36.

7. Journaling is said to be an integral aspect of the qualitative dissertation process. Why is this necessary?   Aside from keeping track of information, you also need to keep track of your thinking. One way to ensure that you preserve your reasoning and thinking and are able to spell out the development of your ideas, is to keep a research journal. The rationale for recording your thinking is explained on page 23.  

8. What is the actual starting point of any qualitative dissertation?

The starting point for any research project, and indeed the first major challenge in conducting research, involves identifying and developing a sound topic. How to go about selecting a worthy and researchable topic and considering potential options is described on page 24.

 9. Does my selected topic need to be original or unique?

A dissertation should be an original piece of research and should make a significant contribution to the field. However, it is important to remember that making an original contribution does not imply that there need be an enormous “breakthrough.” In social science research, the discovery of new facts is rarely an important or even challenging criterion. Rather, research is a process of searching or re-searching for new insights; it is about advancing knowledge or understanding of a practice or phenomenon. More information on going about selecting a topic is provided on page 27.

10.  Once I have decided on an area of interest, how do I go about developing and refining a researchable topic? 

Once you have identified a general area of interest, you will need to begin narrowing your topic. The process of developing a researchable topic is a process of idea generation—the movement from a general interest “out there” toward a more clearly refined idea around a researchable problem. More about this “narrowing” process is discussed on pages 28–30.

Part 2: Choosing an Appropriate Qualitative Approach 

11. What are the most common traditions or genres of qualitative research, and what are the key differences between them? 

There are numerous qualitative traditions or genres, each of which has ways of defining a research topic, critically engaging the literature on that topic, identifying significant research problems, designing the study, and collecting, analyzing, and presenting the data so that it will be most relevant and meaningful. Understanding the logic behind a research approach allows your study to be appropriately positioned within an inquiry tradition and also lays the foundation for supporting your study’s findings. Pages 44–45 offer a descriptive and critical overview of some of the most current qualitative traditions.  

12. What are the key characteristics of Case Study methodology, and how do I conduct a case study?

As a form of qualitative research methodology, case study is an intensive description and analysis of a bounded social phenomenon (or multiple bounded phenomena)—be this a social unit or a system such as a program, institution, process, event, or concept. Case study is at the same time both a methodology (a type of design in qualitative inquiry) and an object of study. Case study is an exploratory form of inquiry that affords significant interaction with research participants, providing an in-depth picture of the unit of study. More information can be found on pages 46–47.

13. What is Ethnography and how is an ethnographic study conducted?

Ethnography, as both a method and a product, has multiple intellectual traditions located in diverse disciplines. The researcher studies a cultural or social group in its natural setting, closely examining customs and ways of life, with the aim of describing and interpreting cultural patterns of behavior, values, and practices. Rooted in cultural anthropology, ethnography involves extended observations of the group, most often through the researcher as a participant observer becoming immersed in the day-to-day lives of the participants. More information can be found on pages 47–48.

14. What is Phenomenology, and what are the characteristics of a phenomenological study?

Phenomenology is both a philosophy and a method, the purpose of which is to investigate the meaning of the lived experience of people to identify the core essence of human experience or phenomena as described by research participants. Phenomenology does not endeavor to develop a theory to explain the world; rather, the aim is to facilitate deeper insight to help us maintain greater contact within the world. Phenomenologists focus on describing what all participants have in common, the basic purpose of research being to reduce individual experiences with a phenomenon to a description of the universal essence. More information can be found on pages 48–49.

15. What is Grounded Theory, and what does a grounded theory study look like?

The purpose of grounded theory is to inductively generate theory that is grounded in, or emerges from, the data. A core component of grounded theory is to move beyond description and to have the researcher generate or discover a theory that is “grounded” in data from the field—especially in actions, interactions, and social processes. Research involves multiple recurrent stages of data collection and the refinement of abstract categories of information. More information can be found on pages 49–50.

16. What is Narrative Inquiry, and how does one go about conducting this type of research?

Narrative research has many forms, incorporates a variety of practices and applications, and is rooted in different social disciplines. As a method, narrative research begins with the experiences as expressed in lived and told stories of individuals or cultures. In this form of research, the researcher studies the lives of one or more individuals through the telling of stories, including poetry, play, or performance. Paramount to all narrative work is the centrality of relationship in the research process and recognition of the sacredness of the stories that participants share and trust within the research environment. Uncertainty and tension guide the work, and rather than produce conclusive findings, the process is intended to offer understanding and meaning. More information can be found on pages 50–51.

17. What is Action Research, and what is an action research study?

Action research is a systematic orientation toward inquiry that seeks effective solutions to complex problems that people confront in their communities and organizations. Especially valuable to those involved in professional, organizational, and community research, action research focuses on specific situations that people encounter by engaging them in collaborative relationships and working on developing localized solutions. Action research, being about collaborative and democratic practices, makes it essentially political because it aims to influence processes of change. Action research is an intervention because it promotes actual change. More information can be found on pages 51–52.

18. What are Postmodernism, Poststructuralism, and Critical Theory Research?

In the past two decades, a critical turn has taken place in the social sciences, humanities, and applied fields, with scholars challenging the historical assumptions of neutrality in inquiry, asserting that all research is fundamentally political. It is increasingly argued that research involves issues of power and that traditionally conducted social science research has silenced, marginalized, and oppressed groups in society by making them the passive objects of inquiry. Postmodernism views the world as complex and reality as transitional. In recognition of the socially constructed nature of the world, meaning rather than knowledge is sought because knowledge is seen as constrained by the discourses that were developed to protect powerful interests. Poststructuralism, with its emphasis on language, forms a subset of postmodernism. More information on these genres can be found on pages 52–53.

19. With all the different options available, how do I go about choosing an appropriate qualitative research approach for my study?

The choice of research approach is directly tied to one’s research problem and purpose. A research problem should not be modified to fit a particular research approach; nor can you assume a particular qualitative approach regardless of your research problem. Having decided on a qualitative research approach, you will proceed to appropriately design your study within the framework of one of the traditions or genres of qualitative inquiry. Thus, the components of the design process (e.g., the theoretical framework, research purpose, and methods of data collection and data analysis) reflect the principles and features that characterize that tradition. More information can be found on pages 55–56.

Part 3: Preparing and Writing the Proposal 

20. What exactly is the dissertation proposal, and what is its function and purpose?

The proposal is an integral and very distinct segment of the dissertation process. It is a well-thought-out written action plan that identifies a narrowly defined problem; a purpose that describes how the problem will be addressed; research questions that are tied to the purpose and, when answered, will shed light on the problem; a review of the literature and relevant research to determine what is already known about the topic; and data collection and data analysis methods. More information regarding the content and process of the dissertation proposal can be found on pages 61–62.

21. How do I go about developing my proposal, and what are the key components of a qualitative dissertation proposal?

As mentioned at the outset of this book, and as you will be reminded throughout, while most institutions approach the proposal and dissertation in common ways, at the same time there are differences in terms of the organization and presentation, and distinct differences in terms of what and how qualitative language and terminology are used. This book presents information as guidelines that are meant to be flexible per institutional expectations and requirements, and subject to modification depending on your institution, department, and program. You will no doubt have to attend carefully to the variations that reflect the expectations and requirements of your particular institution. More information pertaining to the core elements of a qualitative proposal (introduction, literature review, and methodology) can be found on pages 63–65.

22. What are some additional elements that I should be aware of when preparing my proposal?

In addition to the three key parts of the proposal (introduction, literature review, methodology), there are some other elements that you will need to address, and information regarding these elements can be found on pages 65–66.

23. What is an elevator speech?

You may have heard the term "elevator speech." This refers to your ability to clearly and concisely answer the question "what is your study about?" A few points about an elevator speech and its relationship vis-a-vis your proposal are presented on page 66.

24. The idea of a “literature review” really scares me! There seems to be so much that is required! How do I even begin to think about it? 

Literature review is a distinct form of academic writing, a skill that doctoral candidates must master to demonstrate knowledge of the literature landscape that surrounds any given dissertation research problem. Right from the beginning, the literature review is an essential, integral, and ongoing part of the research process. Producing good reviews is a test of your ability to manage the relevant texts and materials, analytically interpret ideas, and integrate and synthesize ideas and data with existing knowledge. Guidelines and suggestions regarding undertaking, managing, and operationalizing literature reviews are provided on pages 105–108.

25. What are some of the most important guidelines regarding academic writing?

A dissertation demonstrates your ability to write a coherent volume of intellectually demanding work. It involves the combination of performing research and writing about your research to describe and explain it. As a researcher/writer, knowing how to best express your ideas in written form to convey them to the reader becomes an essential skill. The dissertation requires a high level of scholarly writing, and as such you will have to get into the mode of writing for a particular audience, that is, the academic community. Further information regarding academic writing requirements is presented on pages 66–68.

26. What are the general format and style requirements for a qualitative dissertation?

A research report must consistently follow a selected system for format and style. Format refers to the general pattern of organization and arrangement of the report. Style refers to appropriate writing conventions and includes rules of grammar, spelling, capitalization, and punctuation to be followed in preparing the report. Most colleges and universities require the use of a specific style—either their own or that in a published style manual. You will need to make inquiries regarding your particular department’s recommended style preference. Regardless of which style manual you use, you are expected to adhere to its rules meticulously. Further information regarding format and style is presented on pages 68–70.

27. What are some of the most important aspects of academic integrity, and what constitutes plagiarism?

The strength of your writing rests on your ability to refer to and incorporate the work of others. It is imperative, however, that you attribute recognition to all and any sources of information that you use. Integrity matters! There are few intellectual offenses more serious than plagiarism in academic and professional contexts. A charge of plagiarism can have severe consequences, including expulsion from a university or loss of a job, not to mention a writer’s loss of credibility and professional standing. Further information regarding academic integrity and strategies for avoiding plagiarism is presented on pages 71–73.

28. What is Institutional Review Board (IRB) approval, and why is it necessary?

Any research designed to research human subjects, interact with human subjects, provide interventions for human subjects, obtain identifiable information about living subjects, or observe and record private behavior of human subjects, must come under the jurisdiction of the governing board of Institutional Research. Institutional Review Boards (IRBs) have emerged in accredited academic institutions of higher education as bureaucratic entities responsible for the regulation, governance, and enforcement of significant research ethics. While there are some variations across disciplines and national boundaries, IRB approval is a stamp of credibility backed by a legitimate academic institution. This credibility is valuable both for the researcher and for the research participants. Further information regarding application for IRB approval is discussed on pages 74–75.

29. What are the differences between “methodology” and “research methods”?

Methodology determines how the researcher thinks about a study, how decisions about the study are made, and how researchers position themselves to engage firstly with participants and then with the data that are generated. The term methods commonly denote specific techniques, procedures, or tools used by the researcher to generate and analyze data. The methods that a qualitative researcher chooses are informed by both the research design and the research methodology so that there is a conceptual fit across all levels. More about methodology and methods, and the interrelationship between them, can be found on page 157 .

30. What is meant by “methodological congruence”?

As the researcher, you actively create the link among problem, purpose, and approach through a process of reflecting on problem and purpose, focusing on researchable questions and considering how to best address these questions. Thinking along these lines affords a research study “methodological congruence.” In essence, the position of the researcher is the bridge between philosophy, methodology, and the application of methods. Thus, the alignment between the research question, chosen methodology and personal philosophy, and the ability of the researcher to be reflexive in relation to the research is critical to ensure congruence in the study that will be manifested in the products of the research. More information regarding the notion of methodological congruence can be found on pages 153–154.

31. What are the most commonly used methods of data collection in qualitative research?

Based on the research questions, specific data collection methods are chosen to gather the required information in the most appropriate and meaningful way. A solid rationale for the choice of methods used is crucial, as this indicates methodological congruence, and illustrates that the choice of methods is grounded in the study’s overall research design. Details pertaining to some of the most commonly used methods of data collection (e.g., interviews, focus groups, observation, critical incidents, surveys, and document review) can be found on pages 154–157.

32. What is meant by “triangulation” of methods, and how important is this?

Triangulation enhances the quality of data from multiple sources (e.g., people, events) in multiple ways (e.g., interviews, observations, document review) with the idea that this will illuminate different facets of situations and experiences, and help portray them in their entirety and complexity. More about triangulation strategies and the significance thereof in qualitative research can be found on page 154.

33. What are some of the most important considerations when writing up the methods section?

To show that you have done a critical reading of the literature, and to acknowledge that data collection methods are not without some advantages, your discussion should be sufficiently detailed. More information pertaining to these necessary details is presented on page 158.

34. The idea of “researcher as instrument” is often portrayed as problematic. How do I best understand this phenomenon, and how can I go about defending this perspective to those who see qualitative research as limited and subjective?

“Researcher as instrument” raises important ethical, accountability, and social justice issues, including inter-subjectivity, power, positioning, and voice. Importantly, the reflexive researcher understands that all research is value-bound and that a reflective stance is therefore imperative; that is, reflexivity implies the explicit self-consciousness on the part of the researcher, including social, political, and value positions. Reflexivity is defined as the researcher’s conscious awareness of her or his cognitive and emotional filters comprising their experiences, world-views, and biases that may influence their interpretation of participants’ perceptions. More information on this key qualitative research issue can be found on pages 54–55; 242–243.

35. What is qualitative data analysis really all about?  

Qualitative data analysis is the process of bringing order, structure, and meaning to the masses of data you have collected. Although there are stages dedicated to formal analysis, analysis is an inherent and ongoing part of the research and writing process. Many students become overwhelmed at this point of the dissertation process, having completed or still being immersed in data collection and faced with mounds and mounds of “stuff” and unsure about what needs to be done first. Indeed, there can be a really vast amount of data that need to be transcribed, organized, and reduced. More on qualitative data analysis can be found on pages 187–189.

36. What advice is there for student researchers to best prepare themselves for the huge task of data analysis?

The data generated by qualitative methods are voluminous, and the sheer quantity of raw data can indeed be quite daunting. The best piece of advice I can offer is that if data are to be thoroughly analyzed, they must be well organized . Attention to detail in managing data is important at every stage of the research process. This notion becomes all too clear when it is time to write up the research. Strategies regarding data management in preparation for data analysis are presented on pages 189–190.

37. What does it mean to develop an “analytic mindset”?

Qualitative research does not purport to be objective nor is this a goal of qualitative research. However, to be rigorous, qualitative research does strive to be transparent, and to openly and clearly document and communicate all decisions taken throughout the research process. This must become an integral part of your thinking and mindset. More about ways of maintaining transparency, and hence ensuring the rigor of your study, is discussed on pages 158–159; 188–189.

38. There are many different ways to go about doing qualitative data analysis. How do I decide on the best approach for my specific study?

Different qualitative research traditions or genres promote specific strategies for data analysis. Whatever approach you choose to use should be suited to the research tradition that you have adopted. In addition, the preference of your advisor and your department will of course need to be taken into consideration. Different analytic strategies are discussed on pages 190–193.

39. What are “codes,” and what are their role and function in the qualitative data analysis process?

Much is made about coding as a fundamental skill for qualitative analysis. Although there is really nothing that mysterious about it, the literature on data analysis and coding in particular is voluminous, and the vast amount of information can certainly be overwhelming. Details pertaining to codes and the overall coding process are provided on pages 197–199.

40. What is the procedure for coding data?

The reason you have spent so much time and energy talking to participants is to find out what their experience is and to endeavor to understand it from their perspective. You, as the researcher, will be exercising judgment as to what you think is significant in each interview transcript. Some passages may stand out because they are striking to you in some way. Others may stand out because they are contradictory and seem inconsistent with your conceptual framework. In this regard, you must be vigilant in not only seeking material that supports your own opinions but also remaining open to the unexpected. All of the aspects of coding your material are presented on pages 201–202.

41. What do you do once you have coded your data?

Once you have coded your material, you are ready to categorize your units of information. What is imperative is that your coding scheme and conceptual framework continue to remain flexible. All aspects of the process of assigning your codes to categories are presented on pages 202–204.

42. What is content analysis, and how does it differ from coding?

In traditional content analysis studies, counting the number of times a particular set of codes occurs is an important measure in assessing the frequency of items or phenomena. However, in the qualitative analysis process, frequency of occurrence is not necessarily an indicator of significance. The analytic approaches for most coding methods do not ask you to count; they ask you to ponder, speculate, assess, integrate, and synthesize. Qualitative analysis therefore goes way beyond simply counting . See pages 199–200 for further discussion on this distinction.

43. There is a lot of talk around computer software analysis programs? What types are available, and are these preferable than conducting a manual “old fashioned” analysis of my data?

If you choose to make use of computer aided software, then searching for the most appropriate program is important so that it directly supports and is usable in terms of your study’s research design and methodology. Information regarding the most common software currently in use, including benefits and limitations, is provided on pages 205–207.

44. How does “data analysis” differ from “interpretation of findings”?

By way of data analysis , you are forming a record of frequently occurring phenomena or patterns of behavior. Once you have established patterns, these patterns need to be explained.  This is where interpretation of findings comes into play. Whereas the chapter of data analysis presents the findings of your research by organizing data from various sources into categories to produce a readable narrative, the purpose of the chapter dealing with interpretation of findings is to provide interpretative insights into your study’s findings. You now have an opportunity to communicate to others what you think your findings mean and integrate your findings with literature, research, and practice. More about this is discussed on pages 233–236.

45. What essentially is “interpretation” in qualitative research? How do I go about interpreting what I have found?

Qualitative research begins with questions, and its ultimate purpose is learning. To inform the questions, the researcher collects data . Data are like building blocks that, when grouped into patterns, become information , which in turn, when applied or used, becomes knowledge . The challenge of qualitative analysis lies in making sense of large amounts of data—reducing raw data, identifying what is significant, and constructing a framework for communicating the meaning of your findings. This is discussed on pages 240–243.

46.  How and in what ways does analysis of findings differ among the various qualitative research traditions?

Analytical approaches are linked to particular forms of data collection and are underpinned by specific conceptual and philosophical traditions. These differences are discussed on page 238.

47. How and in what ways does interpretation of findings differ among the various qualitative research traditions?

Just as there are clear analytic distinctions among traditions or genres demanding that the researcher will have to think about data analysis in a particular way, so are interpretation and representation strategies specific to each tradition. These differences are discussed on page 241.

48. How do I prepare myself for analysis and interpretation?

You might ask yourself what the chapter on interpretation of findings is really all about and what it should constitute. Since findings are not to be taken at face value, how does one go about seeking the deeper meanings behind the findings? What is really involved? And how does one get started? How to begin thinking about your analysis and interpretation is presented on page 236.

 49. How do I begin to go about analyzing and interpreting my findings? 

You are most likely asking yourself what the chapter on analysis of findings is really all about and what it should constitute. How does one get started, and what is really involved? You may want to structure your thinking according to three interrelated activities: (a) Seeking significant patterns and themes among the findings, (b) making use of description and interpretation, and (c) providing some sort of synthesis or integration. More about these activities and how to go about “peeling back” the many layers in order to explain the meaning behind your findings is provided on pages 236–244.

50. What are the limitations of my credibility in the analytic and interpretive process? After all, I bring my own perspectives and experiences, and hence assumptions, subjectivity and biases!

Whereas in quantitative research the role of the researcher is detached with the aim of being as objective as possible, in qualitative research, the researcher is personally involved, believing that research is always value-bound. Factors that enhance the credibility of a qualitative study are discussed on page 244.

51. A lot is made about the notion of “synthesis.” What are the implications of synthesizing findings in qualitative research?

Qualitative research involves moving from a holistic perspective to individual parts (analysis) and then back to a holistic look at the data (synthesis). Whereas the findings chapter splits apart and separates out pieces and chunks of data to tell the “story of the research,” the analysis chapter is an attempt to reconstruct a holistic understanding of your study. Analysis is intended to ultimately depict an integrated picture. More details are presented on pages 243–244.

Part 7: Writing Up and Presenting the Research 

You will notice that the questions in Part 7 below are organized around particular standard dissertation chapters. Please be aware that different institutions have different expectations and requirements with regard to the structure and flow of dissertation chapters. Students will need to consult with their advisors in this regard. 

7.1 Introduction to the Study 

52. What is the overall purpose of Chapter One (the study’s Introduction), and what are the key components of this chapter?

The first chapter of your dissertation is the most critical, and everything that follows hinges on how well this chapter is constructed. The introductory chapter therefore sets the stage for the study; it also makes a case for the significance of the problem, contextualizes the study, and provides an introduction to its basic components—most specifically, directing the reader to the research problem, research purpose, and research questions. This first chapter of the dissertation also forms part of the proposal. The various elements that comprise this chapter are discussed on pages 9–10; 85.

53. How do I move from identifying a research topic to developing and articulating a viable research problem?

The sooner you can begin to narrow your research interests (topic) and identify and develop a topical focus (research problem), the better.  Beginning researchers often confuse a topic with a research problem. A topic refers to a general area of interest. A research problem is more specific; it seeks to understand some aspect of the general topic. More on how to begin narrowing down a research topic and developing a clear research problem is discussed on pages 86–88.

54. What is the research problem, and how does this inform the development of research purpose and research questions?

At the heart of a dissertation is the articulation of the research problem. This is the place where most committee members go first to understand and assess the merits of a proposal or a dissertation. More on the research problem and how it informs the research questions is discussed on pages 88–91.

55. How do I go about developing and honing my research problem statement?

The problem statement serves a foundational role in that it communicates what is the formal reason for engaging in the dissertation in the first place. The problem statement is the discrepancy between what we already know and what we want to know. The problem statement also illustrates why we care; that is, why your study should be conducted. More details about what constitute a viable problem statement, and how to go about assessing viability, is discussed on pages 87–89.

56. What is the purpose statement, and how do I articulate this?

Once you have identified your own narrowly defined topic and concise problem statement, you are ready to formulate your purpose statement. The purpose statement is the major objective or intent of the study ; it enables the reader to understand the central thrust of the research.  More about the purpose statement and how to go about developing this is discussed on pages 88–90.

57. How do I develop and articulate effective and relevant research questions?

The research questions are directly tied to the research purpose. Answering the questions must accomplish the study’s purpose and contribute to shedding light on and addressing the problem. One must be able to trace all the ideas in the research questions back through the purpose statement to the problem statement; this underscores that you must ask relevant and effective questions. Details regarding how to craft research questions are included in pages 90–92.

58. What are some other additional elements that need to be included in the introductory chapter?

The first chapter of your dissertation (and of your proposal) introduces and describes the critical components that set in place a research study: problem, purpose, and research questions. In addition, there are some other associated elements or subsections. It should be noted that there may be some variations in required subheadings depending on individual programs and/or universities, and you should be sure to check for this. An outline of typical subheadings that compose Chapter One is presented on pages 92–94.

7.2 The Literature Review Chapter

59. What is the function and purpose of the literature review chapter in the qualitative dissertation?

The literature review is a sophisticated form of research in its own right that requires a great deal of research skill and insight. You are expected to identify appropriate topics or issues, justify why these are the appropriate choice for addressing the research problem, search for and retrieve the appropriate literature, analyze and critique the literature, create new understandings of the topic through synthesis, and develop a conceptual framework that will provide the underlying structure for your study. More on the function and purpose of the literature review chapter is presented on pages 104–105.

60. What is the scope of the literature review chapter in the dissertation? In other words, how extensive is the review meant to be?

The major purpose of reviewing the literature is to determine what has already been done that relates to your topic. This knowledge not only prevents you from unintentionally duplicating research that has already been conducted, but it also affords you the understanding and insight needed to situate your topic within an existing framework. Therefore, a thorough search and reading of related literature is, in a very real sense, part of your own academic development—part of becoming an “expert” in your chosen field of inquiry. Given all of this, you might be asking, “What is the scope of a literature review, and how extensive will this review need to be?” These questions are responded to on pages 105–108.

61. How do I start preparing for the literature review?  

Thinking about the entire literature review may be overwhelming and intimidating. Instead of viewing it as one big whole, try to think of it as a series of steps—and steps within those steps—and prepare to tackle each topic one by one, setting small achievable goals within each topic area. The different stages of the literature review process, and all the key elements involved in digesting scholarly sources, are discussed on pages 108–118.

62. What is the idea of “synthesis” vis-à-vis the literature review? And how is synthesis different from summary?

Synthesis and summary are strategies that are used in reading, review, and research. Both are important skills or techniques in making sense of what one is reading, and each one plays an important role in the qualitative research process. However, they are very different activities. Each has a different purpose, process, and outcome. This is discussed on pages 121–122.

63. What should I know about and be aware of with regard web/online resources?

Although not always scholarly, the Internet will more than likely be your initial starting point for topic ideas and information. However, anyone anywhere can put information on the web, so any information from the Internet should be cited with caution. Remember that using the Internet to find academic information takes a lot of hard work to carefully evaluate and determine if a web resource is a reliable, authoritative, or even a scholarly information resource. Criteria for evaluating the credibility, accuracy, currency, and legitimacy of web resources are discussed on pages 113–114.

64. How do I present my literature review in the dissertation?

Qualitative researchers use existing literature to guide their studies in various ways depending on the type of study being conducted. There are also differences regarding the purpose and process for presenting the review of the literature with respect to each of the research traditions. Guidelines for presenting a literature review are discussed on pages 122–124.

65. So much is made of the conceptual framework. What is it, and how can I start thinking about this?

Graduate students often lack a clear understanding of the nature of the conceptual framework; what it is, its purpose, where it is derived from, how it is developed, how it is used, and what effect it has on research. Thus, they find themselves at a loss in the process of developing a conceptual framework. Moreover, oftentimes experienced researchers and advisors encounter challenges in guiding candidates as to what constitutes a rigorous and meaningful conceptual framework. As such, the structure and function of a conceptual framework continues to mystify and frustrate. More information on this is presented on pages 124–127.

66. What are the role, function, and application of the conceptual framework in the dissertation?

The conceptual framework plays a central role throughout the entire research process, and, most important, in the final analysis. A well-conceived conceptual framework is influenced by and at the same time influences the research process at all levels and at all stages. There are a set of distinct roles and functions of the conceptual framework in a qualitative dissertation, and these are discussed on pages 127–128.

67. What is the essential value of the dissertation’s conceptual framework? And are there any limitations associated with a conceptual framework?

The conceptual or theoretical framework strengthens your study in many ways, and there are also some caveats to be aware of. The value and limitations are explained on pages 128–130.

68. How do I go about developing and presenting my study’s conceptual framework? Does this have to be an elaborate diagram?

In acknowledging the conceptual framework as an integral element of the research process, as a qualitative researcher, you need to know how to develop and create a conceptual or theoretical framework and where to introduce this in the dissertation. The term is somewhat an abstract notion, conjuring up a “model” or “diagram” of some sort. Moreover, there is no uniform and consistent definition, and discussions in the literature around conceptual frameworks are not clear or precise. Strategies for developing the conceptual framework and ideas for presenting it in the dissertation are discussed on pages 130–132. 

7.3 The Methodology Chapter

69. What is the purpose of the Methodology chapter?

The Methodology chapter of the dissertation presents the research design and the specific procedures used in conducting your study. In this chapter, you will show the reader that you understand the methodological implications of the choices you have made and, in particular, that you have thought carefully about the linkages between your study’s purpose and research questions, and the research approach and research methods that you have selected. More details regarding the purpose of this chapter are presented on pages 143–145.

70. What are the key components of the Methodology chapter?

The dissertation’s methodology chapter covers a lot of ground. In this chapter, you will document each step that you have taken in designing and conducting the study. This chapter situates the study within a particular methodological tradition and provides a detailed description of all aspects of the design and procedures of the study. While your headings and subheadings in this chapter are contingent on your particular university’s requirements, make sure your sections are in a logical sequence and what you write is comprehensive, clear, precise, and sufficiently detailed. An overview of the elements that would constitute a comprehensive and sound methodology chapter is presented on pages 11–12; 146–147.

71. What is the research sample, and how is this different from the research population?

The research sample is a subset of the population. Identifying your research sample, and the method you used to select that sample, provides the reader with some sense of the scope of your study. In addition, your study’s credibility relies on the quality of procedures you have used to select the research participants. Further information regarding qualitative research samples is provided on page 147.

72. How do I go about selecting my research sample, and how large does it need to be?

In qualitative research, selection of the research sample is purposeful . The logic of purposeful sampling lies in selecting information-rich cases, with the objective of yielding insight and understanding of the phenomenon under investigation. This method is in contrast to the random sampling procedures that characterize quantitative research, which is based on statistical probability theory. Further information regarding purposeful sampling and sample size is discussed on pages 148–149.

73. What kinds of information am I going to need from the research site and research sample?

Four areas of information are typically needed for most qualitative studies: contextual, perceptual, demographic, and theoretical. Additional details regarding the types of information needed, and how to go about collecting that information, are discussed on pages 149–151.

74. What is “research design,” and what are the implications of the choice of research design for my study?

Engaging in research involves choosing a study design that corresponds with your study’s problem, purpose, research questions, choice of site, and research sample. This calls to the fore the concept of methodological congruence, whereby all the study’s components are interconnected and interrelated so that the study itself is a cohesive whole rather than the sum of fragmented or isolated parts. You will also need to consider whether the design is a comfortable match with your worldview and your skills. How to go about developing the research design of your study and the criteria to take into consideration in doing so are presented on pages 151–152.

75. What are the key ethical considerations in conducting qualitative research?

In any research study, ethical issues relating to the protection of the participants are of vital concern. As researchers, we are morally bound to conduct our research in a manner that minimizes potential harm to those involved in the study. For the most part, issues of ethics focus on establishing safeguards that will protect the rights of participants and include informed consent, on protecting participants from harm, and on ensuring confidentiality. As a qualitative researcher, you need to remain attentive throughout your study to the researcher–participant relationship, which is determined by roles, status, and cultural norms. Central issues with regard to ethics in qualitative research are discussed on pages 161–162.

76.  How do I best understand issues of “trustworthiness” or “legitimation” regarding qualitative research?

Qualitative research is based to a large degree on reflection and interpretation. The researcher as instrument brings her or his experience and perspective to the table. Qualitative research does not purport to be objective, nor is this a goal of qualitative research. However, to be rigorous, qualitative research does strive to be transparent and to openly, legitimately, and clearly document and communicate all decisions taken throughout the research process. Issues of trustworthiness in qualitative research (credibility, dependability, and confirmability) and how these compare with quantitative research criteria are discussed on pages 162–163.

77. How can I better understand conflicting reports about the generalizability of qualitative research?

Although generalizability is not the intended goal of qualitative research, what must be addressed is the issue of transferability ; that is, the ways in which your reader determines whether and to what extent some of the elements of your study can be used as a way to understand similar elements of another context. Exactly what transferability implies and how to account for transferability in your qualitative study are discussed on page 164.

78. What is meant by “limitations” and “delimitations” in a qualitative research study, and what is the difference between these two concepts?

Limitations of the study are the characteristics of design or methodology that expose the conditions that may weaken the study. Delimitations refer to the initial choices made about the broader, overall design of your study and are those characteristics that define and clarify the conceptual boundaries of your research . More about limitations and delimitations and how to account for these in your study is discussed on pages 164–166.

7.4. Analyzing Data and Reporting Findings 

79. What constitutes the dissertation’s findings analysis chapter?

In this chapter, you present the analysis of your raw data, which are your findings. You have now moved beyond data to information . The challenge of qualitative analysis lies in making sense of large amounts of data, identifying what is significant, and constructing a framework for communicating the essence of what the data reveal. This chapter lays the foundation for the analysis, conclusions, and recommendations that will appear in subsequent chapters. Factors to take into consideration when preparing and writing this chapter, as well as a suggested outline, are provided on pages 13; 187–189.

80. What is the procedure involved in qualitative data analysis, and what is the role of the conceptual framework?

Data analysis demands a heightened awareness of the data and an open mind to recurring and common threads, some of which may be subtle. The process can be repetitious, tedious, and time consuming. While there is a somewhat systematic and stepwise procedure to prepare and analyze the data, the interrelationship among these steps is not necessarily linear. The phases involved in data analysis and the integral function of your conceptual framework are presented on pages 193–197.

81. How are research findings to be presented in a qualitative dissertation?

As the researcher, your goal is to tell a story that should be vivid and interesting, while also accurate and credible. In your report, the events, the people, and their words and actions are made explicit so that readers can experience the situation in a similar way to the researcher, as well as experience the world of the research participants.

Qualitative analysis is a creative and ongoing process that requires thoughtful judgments about what is significant and meaningful in the data. General guidelines for presenting this chapter are presented on pages 207–208.

82. What does this mean to present findings by way of quotation categories, and how do I go about doing this?

In qualitative research, interviewing is usually the major source of the data needed for understanding the phenomenon under study. The findings of qualitative research are typically reported in a narrative manner. Reports of qualitative studies usually include extensive samples of quotations from participants, and these provide the detail and substantiate the story that you are telling. An overwhelming question facing any researcher embarking on the write-up of the research report is, “Where do I begin to tell my story?” The various steps involved in this process are discussed on pages 208–212.

83. What is meant by thematic presentation of findings?

While the standard form of presenting quotes in qualitative research is to weave the quotes into your narrative, this is not the only form. Quotes can also be presented within charts, tables, or figures, with the overall goal to convey the story-line of your research according to the most predominant themes. More about this way of presenting findings can be found on pages 212–213.

7.5 Analysis and Interpretation of Findings 

84. What is the role and function of the analysis and synthesis chapter?

The previous chapter of the dissertation involved the analysis of data to produce the study’s findings. Organizing, preparing, and presenting the findings of your research is a somewhat objective exercise; the researcher is, in this instance, a reporter of information. This chapter involves the analysis, interpretation, and synthesis of those findings . Both chapters involve analytic decisions, and these two chapters together should convince a reader that you, the researcher, are sufficiently knowledgeable about the interlocking analytic processes that constitute qualitative research. Further details pertaining to this chapter’s place in the dissertation are provided in pages 13–14; 233–236.

85. What does it mean to seek patterns and themes?

Qualitative analysis is essentially about searching for patterns and themes; that is, the trends that you see emerging from among your findings. Now again, when you are analyzing your findings, you look for themes once again—this time not in raw data but in the findings that have emerged. Bear in mind that analytical approaches are linked to particular forms of data collection and are underpinned by specific conceptual and philosophical traditions. Each tradition provides a perspective on reality that is specific to that tradition. More on this is discussed on pages 238–240.

86. Once I have established patterns and themes, how do I go on to describe and interpret my study’s findings?

A qualitative dissertation should not only provide sufficient description to allow the reader to understand the basis for an interpretation but also provide meaningful interpretation to allow the reader to appreciate the description. An interpretive reading of your data involves constructing a version of what you think the findings mean or represent or what you think you can infer from the findings . Interpretation, in effect, moves the whole analytic process to a higher level. Guidelines for interpreting your material are presented on pages 240–243.

7.6 Conclusions and Recommendations Chapter

87. Formulating the study’s conclusions and recommendations constitute the final chapter of the dissertation. What should I be aware of regarding this chapter?

The final chapter of the dissertation presents a set of concluding statements and recommendations. By way of the conclusions, the story of your research is wrapped up , bringing it to its logical finale. Recommendations are the application of those conclusions. Writing conclusions and providing recommendations will draw on your ability to be a critical and, at the same time, creative thinker. Characteristics of worthy conclusions and recommendations are presented on pages 15; 269–270.

 88. How do I begin thinking about developing trustworthy conclusions?

When you were developing the study’s key findings, you engaged in critical thinking and reflection about all the potential deeper meanings behind these findings. As such, you were able to brainstorm a number of possible interpretations that explained your findings. In generating conclusions, you now need to go back to your findings and interpretations. A process to stimulate thinking about developing conclusions and making sure that your findings, interpretations, and conclusions are all aligned is presented on pages 270–271.

89. How do I write up my study’s conclusions?

As a general rule of thumb, you should provide at least one conclusion for each finding. However, the process is not altogether linear, and so it is possible that one conclusion can (but does not always) cut across more than one finding. It is important to bear in mind when thinking about and formulating each of your conclusions that they must be logically tied to one another . More about writing conclusions, as well as a tool for generating conclusions, is presented on pages 271–272.

90. How can I go about I developing actionable recommendations?

Recommendations follow your findings and conclusions. They are the application of those conclusions. A tool for generating the study’s recommendations is presented on pages 272–273.

91. How do I write up my recommendations?

You make recommendations based on your own experiences in conducting the research, as well as in any other professional capacity. Recommendations can have implications for policy and practice, as well as for further research. Further details pertaining to providing recommendations are presented on page 273.

92.     Will I have an opportunity to reflect on my research and findings?

Most certainly! As you near the end of your study, you may want to pause and reflect on the long qualitative journey you have undertaken. You may include this reflection in the last chapter, following your conclusions and recommendations. Suggestions about this piece of the dissertation are provided on pages 273–274.

93. Why is alignment such an important component to consider, and why should this be revisited as I near completion of the dissertation?  

You will have known throughout your research about the importance of alignment among the first three core critical elements: problem, purpose, and research questions. As you reach the final stages of writing your dissertation, it is crucial that you once again make certain that all the necessary elements that constitute your dissertation are aligned with one another. This will ensure that your study is tight and that you have taken an important step in ensuring methodological integrity ; this is extremely important for the defense when, among other things, the methodological integrity of your research is finely scrutinized. More about alignment is presented on pages 283–284.

 94. How do I craft my study’s title?

The title of your dissertation should catch the readers’ attention while at the same time properly informing them of the main focus of your study. Crafting an effective title is an iterative and ongoing exercise. A title has many uses. Most important, it should accurately reflect your work. More details about the title are provided on pages 284–285.

95. How do I prepare an Abstract?

Writing a good abstract requires that you explain what you did and what you found in simple, direct language. The abstract needs to be dense with information but also readable, well organized, concise and specific, focused, and coherent.  Abstracts can differ in terms of style and word count. It is suggested that you consult with your advisor, departmental regulations, and the relevant style manual regarding abstract requirements. More about the abstract is provided on pages 285–289.

96. What is the essential purpose of the dissertation defense?

The defense, in effect, moves your dissertation from the private domain into the arena of public discourse, providing you with some sense of closure. Actual procedures for conducting the meeting and the formalities involved are discussed on pages 302–303.

97. What is the process for selecting a defense committee?

Be aware that each university or college has a different system regarding dissertation committee structure and the process of preparing for that structure. Each institution has its own way of going about setting up the defense meeting, and it is recommended that you consult with your institution’s office of doctoral studies with regard to the correct procedures and protocol. Some general guidelines are provided on pages 300–301.

98. How can I best prepare myself for this milestone event, and what are some beneficial pre-defense strategies that I should know about?

Because this is the culminating aspect of a rigorous, traditional, and long-standing ritual, you are likely to approach the defense with some sense of anxiety. This is certainly understandable! Therefore, the more you can frame the defense as an opportunity to present your research publicly and the more you take a proactive position, the better the experience is likely to be. Guidelines toward this end are provided on pages 302–306.

99. Following the defense and all necessary revisions to my dissertation, what opportunities can I pursue regarding publishing my research?  

The dissertation process comes to a definitive end when the final document is submitted and the doctoral degree is awarded. At this juncture, you might consider looking beyond the dissertation and think of how you can share what you have researched with a broader audience than the academic community. Publishing your findings is a way to contribute to the ongoing knowledge base and work toward advancing your professional career. Details regarding publishing your research are provided on pages 308–309.

100. Following the defense and all necessary revisions to my dissertation, what opportunities can I pursue regarding presenting my research?

In addition to publications, completion of the dissertation provides you with  opportunities to present your study in other academic settings and research forums, such as graduate seminars and professional associations. Details regarding presenting your research are provided on page 310.

101. It is sometimes said that “the best dissertation is a DONE dissertation.”  However, how does one actually evaluate the quality of a qualitative dissertation?

I have no doubt that you will ask yourself whether there are key criteria or pointers that can help you determine the quality of your work as you navigate this long and intense journey. The short answer to this question is yes!  Once you have some idea of the core elements that are required for the various sections of your dissertation, an evaluation rubric is included for your convenience on pages 316–325 . Please be sure to use this rubric as a broad set of guidelines only in checking your work at different points along the way and in assessing or evaluating the quality of your work overall once completed. Hopefully this tool will be useful to you in determining where limitations may lie and where improvements can be made. 

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Research Methodology and Design

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• An Introduction to Qualitative Research Dr. Eric Jensen, Professor of Sociology at the University of Warwick, and Dr. Charles Laurie, Director of Research at Verisk Maplecroft, outline best practices for qualitative research.
• An Introduction to Qualitative Data Analysis Dr. Eric Jensen, Professor of Sociology at the University of Warwick, and Dr. Charles Laurie, Director of Research at Verisk Maplecroft, discuss qualitative data analysis and how to use qualitative data analysis software.

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• Introduction
• FUNDAMENTALS

Qualitative, quantitative and mixed methods dissertations

What are they and which one should i choose.

In the sections that follow, we briefly describe the main characteristics of qualitative, quantitative and mixed methods dissertations. Rather than being exhaustive, the main goal is to highlight what these types of research are and what they involve. Whilst you read through each section, try and think about your own dissertation, and whether you think that one of these types of dissertation might be right for you. After reading about these three types of dissertation, we highlight some of the academic, personal and practical reasons why you may choose to take on one type over another.

• Types of dissertation: Qualitative, quantitative and mixed methods dissertations
• Choosing between types: Academic, personal and practical justifications

Types of dissertation

Whilst we describe the main characteristics of qualitative, quantitative and mixed methods dissertations, the Lærd Dissertation site currently focuses on helping guide you through quantitative dissertations , whether you are a student of the social sciences, psychology, education or business, or are studying medical or biological sciences, sports science, or another science-based degree. Nonetheless, you may still find our introductions to qualitative dissertations and mixed methods dissertations useful, if only to decide whether these types of dissertation are for you. We discuss quantitative dissertations , qualitative dissertations and mixed methods dissertations in turn:

Quantitative dissertations

When we use the word quantitative to describe quantitative dissertations , we do not simply mean that the dissertation will draw on quantitative research methods or statistical analysis techniques . Quantitative research takes a particular approach to theory , answering research questions and/or hypotheses , setting up a research strategy , making conclusions from results , and so forth. Classic routes that you can follow include replication-based studies , theory-driven research and data-driven dissertations . However, irrespective of the particular route that you adopt when taking on a quantitative dissertation, there are a number of core characteristics to quantitative dissertations:

They typically attempt to build on and/or test theories , whether adopting an original approach or an approach based on some kind of replication or extension .

They answer quantitative research questions and/or research (or null ) hypotheses .

They are mainly underpinned by positivist or post-positivist research paradigms .

They draw on one of four broad quantitative research designs (i.e., descriptive , experimental , quasi-experimental or relationship-based research designs).

They try to use probability sampling techniques , with the goal of making generalisations from the sample being studied to a wider population , although often end up applying non-probability sampling techniques .

They use research methods that generate quantitative data (e.g., data sets , laboratory-based methods , questionnaires/surveys , structured interviews , structured observation , etc.).

They draw heavily on statistical analysis techniques to examine the data collected, whether descriptive or inferential in nature.

They assess the quality of their findings in terms of their reliability , internal and external validity , and construct validity .

They report their findings using statements , data , tables and graphs that address each research question and/or hypothesis.

They make conclusions in line with the findings , research questions and/or hypotheses , and theories discussed in order to test and/or expand on existing theories, or providing insight for future theories.

If you choose to take on a quantitative dissertation , go to the Quantitative Dissertations part of Lærd Dissertation now. You will learn more about the characteristics of quantitative dissertations, as well as being able to choose between the three classic routes that are pursued in quantitative research: replication-based studies , theory-driven research and data-driven dissertations . Upon choosing your route, the Quantitative Dissertations part of Lærd Dissertation will help guide you through these routes, from topic idea to completed dissertation, as well as showing you how to write up quantitative dissertations.

Qualitative dissertations

Qualitative dissertations , like qualitative research in general, are often associated with qualitative research methods such as unstructured interviews, focus groups and participant observation. Whilst they do use a set of research methods that are not used in quantitative dissertations, qualitative research is much more than a choice between research methods. Qualitative research takes a particular approach towards the research process , the setting of research questions , the development and use of theory , the choice of research strategy , the way that findings are presented and discussed, and so forth. Overall, qualitative dissertations will be very different in approach, depending on the particular route that you adopt (e.g., case study research compared to ethnographies). Classic routes that you can follow include autoethnographies , case study research , ethnographies , grounded theory , narrative research and phenomenological research . However, irrespective of the route that you choose to follow, there are a number of broad characteristics to qualitative dissertations:

They follow an emergent design , meaning that the research process , and sometimes even the qualitative research questions that you tackle, often evolve during the dissertation process.

They use theory in a variety of ways - sometimes drawing on theory to help the research process; on other occasions, using theory to develop new theoretical insights ; sometimes both - but the goal is infrequently to test a particular theory from the outset.

They can be underpinned by one of a number of research paradigms (e.g., interpretivism , constructivism , critical theory , amongst many other research paradigms).

They follow research designs that heavily influence the choices you make throughout the research process, as well as the analysis and discussion of 'findings' (i.e., such research designs differ considerably depending on the route that is being followed, whether an autoethnography , case study research , ethnography , grounded theory , narrative research , phenomenological research , etc.).

They try to use theoretical sampling - a group of non-probability sampling techniques - with the goal of studying cases (i.e., people or organisations) that are most appropriate to answering their research questions.

They study people in-the-field (i.e., in natural settings ), often using multiple research methods , each of which generate qualitative data (e.g., unstructured interviews , focus groups , participant observation , etc.).

They interpret the qualitative data through the eyes and biases of the researcher , going back-and-forth through the data (i.e., an inductive process ) to identify themes or abstractions that build a holistic/gestalt picture of what is being studied.

They assess the quality of their findings in terms of their dependability , confirmability , conformability and transferability .

They present (and discuss ) their findings through personal accounts , case studies , narratives , and other means that identify themes or abstracts , processes , observations and contradictions , which help to address their research questions.

They discuss the theoretical insights arising from the findings in light of the research questions, from which tentative conclusions are made.

If you choose to take on a qualitative dissertation , you will be able to learn a little about appropriate research methods and sampling techniques in the Fundamentals section of Lærd Dissertation. However, we have not yet launched a dedicated section to qualitative dissertations within Lærd Dissertation. If this is something that you would like us to do sooner than later, please leave feedback .

Mixed methods dissertations

Mixed methods dissertations combine qualitative and quantitative approaches to research. Whilst they are increasingly used and have gained greater legitimacy, much less has been written about their components parts. There are a number of reasons why mixed methods dissertations are used, including the feeling that a research question can be better addressed by:

Collecting qualitative and quantitative data , and then analysing or interpreting that data, whether separately or by mixing it.

Conducting more than one research phase ; perhaps conducting qualitative research to explore an issue and uncover major themes, before using quantitative research to measure the relationships between the themes.

One of the problems (or challenges) of mixed methods dissertations is that qualitative and quantitative research, as you will have seen from the two previous sections, are very different in approach. In many respects, they are opposing approaches to research. Therefore, when taking on a mixed methods dissertation, you need to think particularly carefully about the goals of your research, and whether the qualitative or quantitative components (a) are more important in philosophical, theoretical and practical terms, and (b) should be combined or kept separate.

Again, as with qualitative dissertations, we have yet to launch a dedicated section of Lærd Dissertation to mixed methods dissertations . However, you will be able to learn about many of the quantitative aspects of doing a mixed methods dissertation in the Quantitative Dissertations part of Lærd Dissertation. You may even be able to follow this part of our site entirely if the only qualitative aspect of your mixed methods dissertation is the use of qualitative methods to help you explore an issue or uncover major themes, before performing quantitative research to examine such themes further. Nonetheless, if you would like to see a dedicated section to mixed methods dissertations sooner than later, please leave feedback .

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Call for Chapters: Qualitative Research Methods for Dissertation Research

Call for Chapters: Qualitative Research Methods for Dissertation Research This guide provides doctoral scholars and researchers with the conventions of qualitative research for dissertation research. As an essential source, the collection is comprised of diverse resources from various perspectives for the methods and strategies to utilize the conventions of qualitative inquiry to prepare and advise doctoral scholars for rigorous qualitative dissertation research. The guide offers transdisciplinary perspectives across business, education, computer science, social and behavioral science, and the health sciences with a pathway to support a rationale for the choice of the qualitative method for the dissertation study and the subsequent design and implementation decisions needed thereafter for a qualitative dissertation study.

See submission details  https://www.igi-global.com/publish/call-for-papers/call-details/7482

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• Knowledge Base

Methodology

• How to Write a Literature Review | Guide, Examples, & Templates

How to Write a Literature Review | Guide, Examples, & Templates

Published on January 2, 2023 by Shona McCombes . Revised on September 11, 2023.

What is a literature review? A literature review is a survey of scholarly sources on a specific topic. It provides an overview of current knowledge, allowing you to identify relevant theories, methods, and gaps in the existing research that you can later apply to your paper, thesis, or dissertation topic .

There are five key steps to writing a literature review:

• Search for relevant literature
• Evaluate sources
• Identify themes, debates, and gaps
• Outline the structure
• Write your literature review

A good literature review doesn’t just summarize sources—it analyzes, synthesizes , and critically evaluates to give a clear picture of the state of knowledge on the subject.

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Table of contents

What is the purpose of a literature review, examples of literature reviews, step 1 – search for relevant literature, step 2 – evaluate and select sources, step 3 – identify themes, debates, and gaps, step 4 – outline your literature review’s structure, step 5 – write your literature review, free lecture slides, other interesting articles, frequently asked questions, introduction.

• Quick Run-through
• Step 1 & 2

When you write a thesis , dissertation , or research paper , you will likely have to conduct a literature review to situate your research within existing knowledge. The literature review gives you a chance to:

• Demonstrate your familiarity with the topic and its scholarly context
• Develop a theoretical framework and methodology for your research
• Position your work in relation to other researchers and theorists
• Show how your research addresses a gap or contributes to a debate
• Evaluate the current state of research and demonstrate your knowledge of the scholarly debates around your topic.

Writing literature reviews is a particularly important skill if you want to apply for graduate school or pursue a career in research. We’ve written a step-by-step guide that you can follow below.

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Writing literature reviews can be quite challenging! A good starting point could be to look at some examples, depending on what kind of literature review you’d like to write.

• Example literature review #1: “Why Do People Migrate? A Review of the Theoretical Literature” ( Theoretical literature review about the development of economic migration theory from the 1950s to today.)
• Example literature review #2: “Literature review as a research methodology: An overview and guidelines” ( Methodological literature review about interdisciplinary knowledge acquisition and production.)
• Example literature review #3: “The Use of Technology in English Language Learning: A Literature Review” ( Thematic literature review about the effects of technology on language acquisition.)
• Example literature review #4: “Learners’ Listening Comprehension Difficulties in English Language Learning: A Literature Review” ( Chronological literature review about how the concept of listening skills has changed over time.)

You can also check out our templates with literature review examples and sample outlines at the links below.

Download Word doc Download Google doc

Before you begin searching for literature, you need a clearly defined topic .

If you are writing the literature review section of a dissertation or research paper, you will search for literature related to your research problem and questions .

Make a list of keywords

Start by creating a list of keywords related to your research question. Include each of the key concepts or variables you’re interested in, and list any synonyms and related terms. You can add to this list as you discover new keywords in the process of your literature search.

• Social media, Facebook, Instagram, Twitter, Snapchat, TikTok
• Body image, self-perception, self-esteem, mental health
• Generation Z, teenagers, adolescents, youth

Search for relevant sources

Use your keywords to begin searching for sources. Some useful databases to search for journals and articles include:

• Your university’s library catalogue
• Google Scholar
• Project Muse (humanities and social sciences)
• Medline (life sciences and biomedicine)
• EconLit (economics)
• Inspec (physics, engineering and computer science)

You can also use boolean operators to help narrow down your search.

Make sure to read the abstract to find out whether an article is relevant to your question. When you find a useful book or article, you can check the bibliography to find other relevant sources.

You likely won’t be able to read absolutely everything that has been written on your topic, so it will be necessary to evaluate which sources are most relevant to your research question.

For each publication, ask yourself:

• What question or problem is the author addressing?
• What are the key concepts and how are they defined?
• What are the key theories, models, and methods?
• Does the research use established frameworks or take an innovative approach?
• What are the results and conclusions of the study?
• How does the publication relate to other literature in the field? Does it confirm, add to, or challenge established knowledge?
• What are the strengths and weaknesses of the research?

Make sure the sources you use are credible , and make sure you read any landmark studies and major theories in your field of research.

You can use our template to summarize and evaluate sources you’re thinking about using. Click on either button below to download.

Take notes and cite your sources

As you read, you should also begin the writing process. Take notes that you can later incorporate into the text of your literature review.

It is important to keep track of your sources with citations to avoid plagiarism . It can be helpful to make an annotated bibliography , where you compile full citation information and write a paragraph of summary and analysis for each source. This helps you remember what you read and saves time later in the process.

Prevent plagiarism. Run a free check.

To begin organizing your literature review’s argument and structure, be sure you understand the connections and relationships between the sources you’ve read. Based on your reading and notes, you can look for:

• Trends and patterns (in theory, method or results): do certain approaches become more or less popular over time?
• Themes: what questions or concepts recur across the literature?
• Debates, conflicts and contradictions: where do sources disagree?
• Pivotal publications: are there any influential theories or studies that changed the direction of the field?
• Gaps: what is missing from the literature? Are there weaknesses that need to be addressed?

This step will help you work out the structure of your literature review and (if applicable) show how your own research will contribute to existing knowledge.

• Most research has focused on young women.
• There is an increasing interest in the visual aspects of social media.
• But there is still a lack of robust research on highly visual platforms like Instagram and Snapchat—this is a gap that you could address in your own research.

There are various approaches to organizing the body of a literature review. Depending on the length of your literature review, you can combine several of these strategies (for example, your overall structure might be thematic, but each theme is discussed chronologically).

Chronological

The simplest approach is to trace the development of the topic over time. However, if you choose this strategy, be careful to avoid simply listing and summarizing sources in order.

Try to analyze patterns, turning points and key debates that have shaped the direction of the field. Give your interpretation of how and why certain developments occurred.

If you have found some recurring central themes, you can organize your literature review into subsections that address different aspects of the topic.

For example, if you are reviewing literature about inequalities in migrant health outcomes, key themes might include healthcare policy, language barriers, cultural attitudes, legal status, and economic access.

Methodological

If you draw your sources from different disciplines or fields that use a variety of research methods , you might want to compare the results and conclusions that emerge from different approaches. For example:

• Look at what results have emerged in qualitative versus quantitative research
• Discuss how the topic has been approached by empirical versus theoretical scholarship
• Divide the literature into sociological, historical, and cultural sources

Theoretical

A literature review is often the foundation for a theoretical framework . You can use it to discuss various theories, models, and definitions of key concepts.

You might argue for the relevance of a specific theoretical approach, or combine various theoretical concepts to create a framework for your research.

Like any other academic text , your literature review should have an introduction , a main body, and a conclusion . What you include in each depends on the objective of your literature review.

The introduction should clearly establish the focus and purpose of the literature review.

Depending on the length of your literature review, you might want to divide the body into subsections. You can use a subheading for each theme, time period, or methodological approach.

As you write, you can follow these tips:

• Summarize and synthesize: give an overview of the main points of each source and combine them into a coherent whole
• Analyze and interpret: don’t just paraphrase other researchers — add your own interpretations where possible, discussing the significance of findings in relation to the literature as a whole
• Critically evaluate: mention the strengths and weaknesses of your sources
• Write in well-structured paragraphs: use transition words and topic sentences to draw connections, comparisons and contrasts

In the conclusion, you should summarize the key findings you have taken from the literature and emphasize their significance.

When you’ve finished writing and revising your literature review, don’t forget to proofread thoroughly before submitting. Not a language expert? Check out Scribbr’s professional proofreading services !

This article has been adapted into lecture slides that you can use to teach your students about writing a literature review.

Scribbr slides are free to use, customize, and distribute for educational purposes.

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If you want to know more about the research process , methodology , research bias , or statistics , make sure to check out some of our other articles with explanations and examples.

• Sampling methods
• Simple random sampling
• Stratified sampling
• Cluster sampling
• Likert scales
• Reproducibility

 Statistics

• Null hypothesis
• Statistical power
• Probability distribution
• Effect size
• Poisson distribution

Research bias

• Optimism bias
• Cognitive bias
• Implicit bias
• Hawthorne effect
• Anchoring bias
• Explicit bias

A literature review is a survey of scholarly sources (such as books, journal articles, and theses) related to a specific topic or research question .

It is often written as part of a thesis, dissertation , or research paper , in order to situate your work in relation to existing knowledge.

There are several reasons to conduct a literature review at the beginning of a research project:

• To familiarize yourself with the current state of knowledge on your topic
• To ensure that you’re not just repeating what others have already done
• To identify gaps in knowledge and unresolved problems that your research can address
• To develop your theoretical framework and methodology
• To provide an overview of the key findings and debates on the topic

Writing the literature review shows your reader how your work relates to existing research and what new insights it will contribute.

The literature review usually comes near the beginning of your thesis or dissertation . After the introduction , it grounds your research in a scholarly field and leads directly to your theoretical framework or methodology .

A literature review is a survey of credible sources on a topic, often used in dissertations , theses, and research papers . Literature reviews give an overview of knowledge on a subject, helping you identify relevant theories and methods, as well as gaps in existing research. Literature reviews are set up similarly to other  academic texts , with an introduction , a main body, and a conclusion .

An  annotated bibliography is a list of  source references that has a short description (called an annotation ) for each of the sources. It is often assigned as part of the research process for a  paper .  

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McCombes, S. (2023, September 11). How to Write a Literature Review | Guide, Examples, & Templates. Scribbr. Retrieved June 24, 2024, from https://www.scribbr.com/dissertation/literature-review/

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Call for Chapters: Qualitative Research Methods for Dissertation Research

Call for chapters, introduction, target audience, recommended topics, submission procedure.

Researchers and practitioners are invited to submit on or before May 30, 2024 , a chapter proposal of 1,000 to 2,000 words clearly explaining the mission and concerns of his or her proposed chapter. Authors will be notified by June 30, 2024 about the status of their proposals and sent chapter guidelines.Full chapters are expected to be submitted by August 15, 2024 , and all interested authors must consult the guidelines for manuscript submissions at https://www.igi-global.com/publish/contributor-resources/before-you-write/ prior to submission. All submitted chapters will be reviewed on a double-blind review basis. Contributors may also be requested to serve as reviewers for this project.

Note: There are no submission or acceptance fees for manuscripts submitted to this book publication, Qualitative Research Methods for Dissertation Research. All manuscripts are accepted based on a double-blind peer review editorial process.

All proposals should be submitted through the eEditorial Discovery ® online submission manager.

This book is scheduled to be published by IGI Global (formerly Idea Group Inc.), an international academic publisher of the "Information Science Reference" (formerly Idea Group Reference), "Medical Information Science Reference," "Business Science Reference," and "Engineering Science Reference" imprints. IGI Global specializes in publishing reference books, scholarly journals, and electronic databases featuring academic research on a variety of innovative topic areas including, but not limited to, education, social science, medicine and healthcare, business and management, information science and technology, engineering, public administration, library and information science, media and communication studies, and environmental science. For additional information regarding the publisher, please visit https://www.igi-global.com . This publication is anticipated to be released in 2025.

Important Dates

May 30, 2024 : Proposal Submission Deadline June 30, 2024 : Notification of Acceptance August 15, 2024 : Full Chapter Submission October 6, 2024 : Review Results Returned November 17, 2024 : Final Acceptance Notification December 1, 2024 : Final Chapter Submission

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The University of Texas at Austin

Moore fellowship winner: catherine wilsnack.

by Kate Rooni | Jun 27, 2024 | Blog , Education , Fellows , Integrated care , News , Programs , Recovery , Research , Trauma , University of Texas

Since its establishment in 1995, the Harry E. and Bernice M. Moore Fellowship has been awarded to support doctoral students conducting research at UT Austin. Scholarships are awarded to students with a primary research interest in the human experience during crises, including natural or other major disasters or, more broadly, stress and adversity. Fellowship winners receive a one-time, unrestricted award of $20,000.  

We spoke to Catherine about her research: 

Tell us about yourself. At what point did you decide to pursue this particular line of research, and what influenced that decision?

My dissertation research was inspired by a research participant who I interviewed while working on a different study. This participant stood out to me because her cancer survivorship experience was so different compared to other cancer survivors who did not experience substance use. While interviewing her, I recognized how practitioners and systems of care failed her as she explained how her experience with cancer treatment and survivorship left her more vulnerable to developing a substance use disorder (SUD). At that point, I knew I wanted to change the trajectory of my dissertation research and attempt to fill this gap in research and clinical practice.

Your dissertation is titled “Psychosocial Health at the Intersection of Oncology and Substance Use.” What questions are you trying to answer with this work?

The purpose of my mixed methods dissertation is to investigate the relationship between substance use and psychosocial health among cancer survivors. The quantitative portion will analyze 22 years of data from the public-use National Health Interview Survey-Linked Mortality Files to examine how psychosocial variables (e.g., sociodemographic, clinical, and mental health related variables) predict survival among cancer survivors who engage in problematic substance use vs those who do not. The qualitative portion will describe the lived experiences of cancer survivors who developed a SUD following their cancer diagnosis and characterize their healthcare experience from point of diagnosis through survivorship–identifying barriers and facilitators to population-specific care and ascertaining the risk and protective factors for cancer survivors developing a SUD.

What gap in the literature will be filled by your study? Who stands to benefit from it?

Overall, my research can help reshape the standard of care for this population and provide clearer guidance on how to implement trauma-informed psychosocial care in clinical and research capacities. The findings can also facilitate the development of interventions that identify and minimize risk of SUDs among cancer survivors as they navigate concurrent survivorship and substance use needs.

How do you think your research methods and approach will help you to answer the questions that you’re posing?

Using a mixed-methods approach allows the research topic to be examined from multiple lenses. I will provide a general understanding of the research topic via quantitative findings, which is then elaborated on during the qualitative phase. The qualitative phase will build on and provide more in-depth findings to the research topic, filling in gaps from the quantitative phase. I will also evaluate how quantitative findings may confirm, expand, or disagree with the qualitative findings, producing mixed-methods findings as well. Drawing on principles from participatory research design, I will work on the qualitative design of the study with a community member who has lived experience, ensuring community needs and priorities are addressed.

Are there any suggested readings you can recommend for those who might be interested in learning more about the topic?

• Bulls, H. W., Chu, E., Goodin, B. R., Liebschutz, J. M., Wozniak, A., Schenker, Y., & Merlin, J. S. (2022). Framework for opioid stigma in cancer pain.  Pain ,  163 (2), e182-e189.
• Balachandra, S., Eary, R. L., Lee, R., Wynings, E. M., Sher, D. J., Sura, T., … & Day, A. T. (2022). Substance use and mental health burden in head and neck and other cancer survivors: A National Health Interview Survey analysis. Cancer ,  128 (1), 112-121.
• Yusufov, M., Braun, I. M., & Pirl, W. F. (2019). A systematic review of substance use and substance use disorders in patients with cancer. General Hospital Psychiatry ,  60 , 128-136.

Related content:  

• Moore Fellowship Winner: Katie McCormick    
• Moore Fellowship Winner: Xiao Ding  
• Harry E. and Bernice M. Moore Fellowship
• Shared Inquiry: A Better Way to Learn
• Podcast: Community-based Participatory Research

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Psychological Research MSc

Awards: MSc

Study modes: Full-time, Part-time

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Upcoming Introduction to Postgraduate Study session

Join us on the 26th June to learn more about studying at the University of Edinburgh.

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Programme description

This programme provides an opportunity for intensive advanced training in psychological research while giving you flexibility to select courses in the areas of psychology and cognitive neuroscience of most interest to you.

In addition to advanced training in general academic skills and statistical modelling, you will be trained in a variety of specific methodologies, typically including:

• brain imaging
• neurodisruption
• eyetracking
• clinical case analysis
• psychometric modelling
• discourse analysis

Key research areas

Building on the research methods training, you will take topical courses in one or more of the core research areas of our department: social psychology, cognitive neuropsychology, individual differences, psychology of language, and human development.

Your MSc culminates in a research dissertation in a core research area: an original, publication-quality piece of research, undertaken in close collaboration with researchers in the relevant group.

Psychology is rated 3rd in the UK by Times Higher Education for the quality and breadth of the research using the latest Research Excellence Framework (REF 2021).

What will I learn?

You will take courses on the theoretical and methodological aspects of psychological science and conduct an original research dissertation in your area of interest.

You will receive thorough training in advanced academic skills and research methods within psychology, including a comprehensive coverage of statistical modelling and research design using the R statistical language.

Is this MSc for me?

This programme teaches you core research methods and specialist techniques, and you can flexibly choose optional courses to customise your learning in areas you are most passionate about.

It provides excellent preparation for further psychological research, whether you choose to pursue this in a professional setting or as part of a PhD programme. So whether you want to continue in academic research or move into professional training in psychology, this programme is for you.

Reputation, relevance and employability

The University of Edinburgh has a long tradition of research expertise in psychological research. Our large Psychology department is home to academics leading research in the field.

You will benefit from the breadth and strength of the interdisciplinary academic community at Edinburgh, having the opportunity to select option courses and attend research seminars across different disciplines.

Our students’ research projects are often published in academic or professional journals.

Our programme has an excellent reputation amongst employers and educators. Many of our graduates have gone onto PhD training and academic careers, or advanced professional training in psychology.

We maintain close contacts with professional organisations such as the British Psychological Society (BPS).

• Find out more about our community

The School of Philosophy, Psychology and Language Sciences is home to a large, supportive and active student community, hosting events and activities you can join in with throughout the year. As a postgraduate student, you will have access to a range of research resources and projects, state of the art facilities, research, seminars and reading groups.

Programme structure

This programme comprises two semesters of taught core and optional courses followed by a dissertation.

The taught courses and their assessments take place between September and December (Semester 1) and January and April (Semester 2). Planning for the dissertation will take place before April, and it is carried out between April and August.

Core courses

The core courses cover advanced research skills (how to plan for, conduct, publish and communicate research), statistics and qualitative research methods, and provide a grounding in computer programming using the R language.

Semester 1 core courses

• Psychological Research Skills - General advanced research methodology
• Univariate Statistics and Methodology using R - Introduction to R and statistical models

Semester 2 core courses

• Multivariate Statistics and Methodology using R – Advanced statistical modelling
• Qualitative Methodologies in Psychological Research Methods

Optional courses

The optional course can be selected to tailor the programme to your interests. These are normally selected from the core research areas of Psychology, but may also be selected from associated areas such as linguistics or informatics. Examples of optional courses are:

• Brain Imaging in Cognitive Neuroscience
• Clinical Neuropsychology
• Psychology of Language
• Neuroscience of Language
• Applied Psychometrics
• Any other course open to MSc students subject to approval from the programme director

Dissertation

The dissertation involves conducting an empirical research project in close collaboration with an expert supervisor, sometimes also working with fellow MSc students.

You will produce a written report, similar to an academic journal article. Indeed, some dissertations are published as journal articles.

You should liaise with potential supervisors and determine your choice of topic in the months before April. It is useful to start thinking about dissertation topics and supervisors early if possible. The empirical work and writing takes place between April and August and it is due in August.

The dissertation can be based on data collected by the student or existing datasets (e.g., from large cohort studies, biobanks or other projects).

How will I learn?

Most courses are taught through lectures, and some include seminars/tutorials and practical sessions. The number of contact hours and the teaching format will depend to some extent on the option courses chosen.

After classes finish in April, you will spend all your time working independently on coursework, exam revision and on your dissertation. When you carry out your supervised dissertation research, you will receive guidance from your supervisor through one-to-one meetings, comments on written work and email communication.

Learning outcomes

This programme provides you with a range of knowledge and skills to prepare you for a variety of career paths. On successful completion of this programme, you will have gained:

• an understanding of advanced topics, methodologies and issues in the areas of psychological science that are of most interest to you
• an understanding of the basic and advanced principles of research design and application
• competency in applying a range of methods and research tools, including statistical models and programming
• skills in research management, including managing data and conducting and disseminating research in ways consistent with both professional practice and the normal principles of research ethics
• transferable skills in written and verbal communication, group and teamwork, computing, programming and numeracy, time and project management
• the ability to work as an independent researcher and as part of a team

Career opportunities

The programme is primarily designed for students who aspire to pursue a research-oriented career in psychological science. However, students interested in careers outside research will obtain a broad range of highly desirable transferable skills applicable to a wide range of modern jobs, such as:

• research design
• data science
• data management and processing
• critical evaluation and synthesis of scientific literature
• statistical modelling and interpretation
• synthesis and communication of complex ideas
• Careers Service

Our award-winning Careers Service plays an essential part in your wider student experience at the University, providing:

• tailored advice
• individual guidance and personal assistance
• internships and networking opportunities (with employers from local organisations to top multinationals)
• access to the experience of our worldwide alumni network

We invest in your future beyond the end of your degree. Studying at the University of Edinburgh will lay the foundations for your future success, whatever shape that takes.

Important application information

Your application and personal statement allow us to make sure that you and your chosen MSc are good matches for each other, and that you will have a productive and successful year at Edinburgh.

We strongly recommend you apply as early as possible. You should avoid applying to more than one degree. Applicants who can demonstrate their understanding and commitment to a specific programme are preferred. If you plan to apply to more than one programme, you should discuss your choices with us before you submit your application.

Personal statements

When applying you should include a personal statement detailing your academic abilities and your reasons for applying for the programme

The personal statement helps us decide whether you are right for the MSc programme you have selected, but just as importantly, it helps us decide whether the MSc programme is right for you.

Your personal statement should include:

• What makes this particular MSc programme interesting for you?
• What are the most important things you want to gain from the MSc programme?
• The key courses you have taken and that are relevant for this specific programme.
• Your experience with collecting empirical data (e.g., preparing and carrying out experiments, surveys or interviews).
• Your experience with statistical analysis and programming or qualitative research methods.
• Your experience with writing empirical research reports (including any that have been published).
• Any other information which you feel will help us ensure that you are a good match to your intended MSc programme.

A good personal statement can make a big difference to the admissions process as it may be the only opportunity to explain why you are an ideal candidate for the programme.

You will be asked to add contact details for your referees. We will email them with information on how to upload their reference directly to your online application. Alternatively, they can email their comments to:

• [email protected]

Find out more about the general application process for postgraduate programmes:

• How to apply

Psychology at Edinburgh

Entry requirements.

These entry requirements are for the 2024/25 academic year and requirements for future academic years may differ. Entry requirements for the 2025/26 academic year will be published on 1 Oct 2024.

A UK 2:1 honours degree, or its international equivalent, in psychology or a related discipline.

We may also consider candidates with a UK 2:1 honours degree, or its international equivalent, in a non-psychology subject if they can demonstrate evidence of their aptitude for research or research methods.

Students from China

This degree is Band C.

• Postgraduate entry requirements for students from China

International qualifications

Check whether your international qualifications meet our general entry requirements:

• Entry requirements by country
• English language requirements

Regardless of your nationality or country of residence, you must demonstrate a level of English language competency at a level that will enable you to succeed in your studies.

English language tests

We accept the following English language qualifications at the grades specified:

• IELTS Academic: total 7.0 with at least 6.5 in each component. We do not accept IELTS One Skill Retake to meet our English language requirements.
• TOEFL-iBT (including Home Edition): total 100 with at least 23 in each component. We do not accept TOEFL MyBest Score to meet our English language requirements.
• C1 Advanced ( CAE ) / C2 Proficiency ( CPE ): total 185 with at least 176 in each component.
• Trinity ISE : ISE III with passes in all four components.
• PTE Academic: total 70 with at least 62 in each component.

Your English language qualification must be no more than three and a half years old from the start date of the programme you are applying to study, unless you are using IELTS , TOEFL, Trinity ISE or PTE , in which case it must be no more than two years old.

Degrees taught and assessed in English

We also accept an undergraduate or postgraduate degree that has been taught and assessed in English in a majority English speaking country, as defined by UK Visas and Immigration:

• UKVI list of majority English speaking countries

We also accept a degree that has been taught and assessed in English from a university on our list of approved universities in non-majority English speaking countries (non-MESC).

• Approved universities in non-MESC

If you are not a national of a majority English speaking country, then your degree must be no more than five years old* at the beginning of your programme of study. (*Revised 05 March 2024 to extend degree validity to five years.)

Find out more about our language requirements:

Fees and costs

Tuition fees, scholarships and funding.

There are a number of highly competitive scholarships and funding options available to MSc students.

Deadlines for funding applications vary for each funding source - please make sure to check the specific deadlines for the funding opportunities you wish to apply for and make sure that you submit your application in good time.

• Drever Trust Scholarship

UK government postgraduate loans

If you live in the UK, you may be able to apply for a postgraduate loan from one of the UK’s governments.

The type and amount of financial support you are eligible for will depend on:

• your programme
• the duration of your studies
• your tuition fee status

Programmes studied on a part-time intermittent basis are not eligible.

• UK government and other external funding

Other funding opportunities

Search for scholarships and funding opportunities:

• Search for funding

Further information

• PPLS Postgraduate Office
• Phone: +44 (0)131 651 5002
• Contact: [email protected]
• Programme Director, Prof Martin Corley
• Phone: +44 (0)131 650 6682
• Contact: [email protected]
• Dugald Stewart Building
• 3 Charles Street
• Central Campus
• School: Philosophy, Psychology & Language Sciences
• College: Arts, Humanities & Social Sciences

This programme is not currently accepting applications. Applications for the next intake usually open in October.

Start date: September

Awards: MSc (12 mth FT, 24 mth PT)

Application deadlines

This MSc programme operates a gathered field approach to applications. This means that all complete applications which meet our minimum entry requirements will be held until the nearest deadline at which point the Admissions Panel will meet to consider all applications received at this time.

Gathered field deadlines for this programme are as follows:

Applications submitted after the deadline date will unfortunately not be considered.

Please read through the ‘Important application information’ section on this page before applying.

Welcome to ISSR!

Our mission is to promote excellence in social science research across the University of Massachusetts Amherst. 

The Institute for Social Science Research provides resources and support for campus-wide researchers using or learning to use social science methods, seeking to take part in collaborative and interdisciplinary research, doing publicly engaged research, and seeking external funding for research.

Our vision is to provide the training and support that allows social scientists at the University of Massachusetts to thrive and be counted among the top scholars across the country.

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